BSWMG
JPM icon

Barrington Strategic Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Barrington Strategic Wealth Management Group’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 		$3.78M Sell
39,554
-445
-1% -$41K 1.91% 12
2017
Q2 		$3.66M Sell
39,999
-1,722
-4% -$149K 1.86% 12
2017
Q1 		$3.67M Sell
41,721
-870
-2% -$76.8K 1.91% 10
2016
Q4 		$3.67M Buy
42,591
+5,010
+13% +$382K 1.97% 9
2016
Q3 		$2.5M Sell
37,581
-1,013
-3% -$66K 1.41% 17
2016
Q2 		$2.4M Sell
38,594
-655
-2% -$40.9K 1.37% 16
2016
Q1 		$2.32M Sell
39,249
-581
-1% -$33.9K 1.35% 16
2015
Q4 		$2.63M Buy
39,830
+378
+1% +$24.6K 1.54% 14
2015
Q3 		$2.4M Buy
39,452
+130
+0.3% +$8.52K 1.53% 16
2015
Q2 		$2.66M Buy
39,322
+6,290
+19% +$411K 1.6% 15
2015
Q1 		$2M Buy
33,032
+710
+2% +$42K 1.22% 26
2014
Q4 		$2.02M Buy
32,322
+612
+2% +$36.8K 1.29% 26
2014
Q3 		$1.91M Sell
31,710
-1,596
-5% -$93.3K 1.24% 24
2014
Q2 		$1.92M Sell
33,306
-738
-2% -$41.5K 1.22% 26
2014
Q1 		$2.07M Buy
34,044
+1,950
+6% +$113K 1.34% 22
2013
Q4 		$1.88M Buy
32,094
+245
+0.8% +$13.4K 1.25% 25
2013
Q3 		$1.65M Buy
31,849
+2,840
+10% +$152K 1.46% 23
2013
Q2 		$1.53M Buy
+29,009
New +$1.47M 1.26% 27

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrington Strategic Wealth Management Group's JPM Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 1.1% in Q3 2017, selling an estimated $41K and leaving 39,554 shares worth $3.78M. The position accounts for 1.91% of the portfolio, ranked #12.

Barrington Strategic Wealth Management Group first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 39,554 shares of JPMorgan Chase worth $3.78M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 445 JPMorgan Chase shares in Q3 2017, an estimated $41K.
  • JPMorgan Chase made up 1.91% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #12 holding.
  • Barrington Strategic Wealth Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.