Advisor Consultant Network’s JPMorgan Chase JPM Stock Holding History

Advisor Consultant Network’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
2016 Q3	$942K	Buy	+14,145	New	+$922K	0.13%	116

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Consultant Network's JPM Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in JPMorgan Chase (JPM) in Q3 2016: 14,145 shares worth $942K. The stake represents 0.13% of the portfolio and ranks #116 among its holdings.

1,925 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Advisor Consultant Network held 14,145 shares of JPMorgan Chase worth $942K as of Q3 2016.
JPMorgan Chase was a new Advisor Consultant Network position in Q3 2016.
JPMorgan Chase made up 0.13% of Advisor Consultant Network's portfolio in Q3 2016, its #116 holding.
1,925 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.