Aurora Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Aurora Financial Advisors’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 Q4	$2.6M	Buy	+24,363	New	+$2.47M	1.87%	5

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Aurora Financial Advisors's JPM Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2017: 24,363 shares worth $2.6M. The stake represents 1.87% of the portfolio and ranks #5 among its holdings.

2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Aurora Financial Advisors held 24,363 shares of JPMorgan Chase worth $2.6M as of Q4 2017.
JPMorgan Chase was a new Aurora Financial Advisors position in Q4 2017.
JPMorgan Chase made up 1.87% of Aurora Financial Advisors's portfolio in Q4 2017, its #5 holding.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.