ACI
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Advance Capital I’s JPMorgan Chase JPM Stock Holding History

Advance Capital I’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
2014
Q1 		– Sell
-21,750
Closed -$1.27M – 228
2013
Q4 		$1.27M Buy
21,750
+3,150
+17% +$173K 0.61% 20
2013
Q3 		$961K Buy
+18,600
New +$998K 0.49% 36

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advance Capital I's JPM Position: Q1 2014 in Review

Advance Capital I sold out of JPMorgan Chase (JPM) in Q1 2014, closing a stake of 21,750 shares — an estimated $1.27M sold.

Advance Capital I first reported a position in JPM in Q3 2013 and held it in 2 quarters. The position peaked at $1.27M in Q4 2013. 1,724 funds tracked by Wall St. Rank hold JPM as of Q1 2014.

  • Advance Capital I reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Advance Capital I sold 21,750 JPMorgan Chase shares in Q1 2014, an estimated $1.27M.
  • Advance Capital I first reported a position in JPMorgan Chase in Q3 2013 and held it in 2 quarters.
  • Advance Capital I's JPMorgan Chase position peaked at $1.27M in Q4 2013.
  • 1,724 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Advance Capital I's 13F filing for Q1 2014, filed 15 May 2014.