Yorktown Management & Research Company’s JPMorgan Chase JPM Stock Holding History

Yorktown Management & Research Company’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,500	Closed	-$320K	–	397
2017 Q2	$320K	Hold	3,500	–	–	0.1%	132
2017 Q1	$307K	Hold	3,500	–	–	0.08%	154
2016 Q4	$302K	Hold	3,500	–	–	0.08%	128
2016 Q3	$233K	Hold	3,500	–	–	0.05%	231
2016 Q2	$217K	Hold	3,500	–	–	0.05%	261
2016 Q1	$207K	Sell	3,500 -23,000	-87%	-$1.34M	0.04%	324
2015 Q4	$1.75M	Sell	26,500 -6,000	-18%	-$391K	0.31%	111
2015 Q3	$1.98M	Buy	32,500 +28,000	+622%	+$1.83M	0.33%	117
2015 Q2	$305K	Hold	4,500	–	–	0.05%	235
2015 Q1	$273K	Hold	4,500	–	–	0.05%	277
2014 Q4	$282K	Sell	4,500 -500	-10%	-$30.1K	0.06%	195
2014 Q3	$301K	Hold	5,000	–	–	0.06%	165
2014 Q2	$288K	Hold	5,000	–	–	0.05%	236
2014 Q1	$304K	Sell	5,000 -2,000	-29%	-$116K	0.06%	188
2013 Q4	$409K	Hold	7,000	–	–	0.08%	125
2013 Q3	$362K	Hold	7,000	–	–	0.08%	133
2013 Q2	$370K	Buy	+7,000	New	+$356K	0.08%	120

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Yorktown Management & Research Company's JPM Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 3,500 shares — an estimated $320K sold.

Yorktown Management & Research Company first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $1.98M in Q3 2015. 2,203 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

Yorktown Management & Research Company reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 3,500 JPMorgan Chase shares in Q3 2017, an estimated $320K.
Yorktown Management & Research Company first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
Yorktown Management & Research Company's JPMorgan Chase position peaked at $1.98M in Q3 2015.
2,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.