Aris Wealth Services’s JPMorgan Chase JPM Stock Holding History

Aris Wealth Services’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
2015 Q3	$101K	Sell	1,654 -12,458	-88%	-$816K	0.21%	54
2015 Q2	$956K	Buy	14,112 +918	+7%	+$59.9K	0.88%	28
2015 Q1	$799K	Buy	13,194 +1,099	+9%	+$65.1K	0.75%	42
2014 Q4	$757K	Buy	12,095 +640	+6%	+$38.5K	0.84%	37
2014 Q3	$690K	Buy	11,455 +815	+8%	+$47.6K	0.86%	34
2014 Q2	$613K	Buy	10,640 +500	+5%	+$28.1K	0.8%	39
2014 Q1	$616K	Sell	10,140 -7,112	-41%	-$411K	0.9%	33
2013 Q4	$1.01M	Buy	17,252 +1,843	+12%	+$101K	1.7%	6
2013 Q3	$797K	Buy	15,409 +3,283	+27%	+$176K	1.46%	10
2013 Q2	$640K	Buy	+12,126	New	+$616K	1.37%	11

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BIT

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

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

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

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

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

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

Aris Wealth Services's JPM Position: Q3 2015 in Review

Aris Wealth Services reduced its JPMorgan Chase (JPM) stake by 88% in Q3 2015, selling an estimated $816K and leaving 1,654 shares worth $101K. The position accounts for 0.21% of the portfolio, ranked #54.

Aris Wealth Services first reported a position in JPM in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2013. 1,834 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

Aris Wealth Services held 1,654 shares of JPMorgan Chase worth $101K as of Q3 2015.
Aris Wealth Services sold 12,458 JPMorgan Chase shares in Q3 2015, an estimated $816K.
JPMorgan Chase made up 0.21% of Aris Wealth Services's portfolio in Q3 2015, its #54 holding.
Aris Wealth Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's JPMorgan Chase position peaked at $1.01M in Q4 2013.
1,834 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.