Braver Wealth Management’s JPMorgan Chase JPM Stock Holding History

Braver Wealth Management’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 Q4	$6.52M	Buy	75,543 +771	+1%	+$58.8K	1.06%	20
2016 Q3	$4.98M	Buy	74,772 +399	+0.5%	+$26K	0.83%	34
2016 Q2	$4.62M	Buy	74,373 +30,520	+70%	+$1.91M	0.79%	33
2016 Q1	$2.6M	Buy	+43,853	New	+$2.56M	0.43%	61
2014 Q1	–	Sell	-4,577	Closed	-$268K	–	83
2013 Q4	$268K	Sell	4,577 -1,092	-19%	-$59.8K	0.09%	70
2013 Q3	$293K	Buy	5,669 +1,356	+31%	+$72.7K	0.1%	75
2013 Q2	$228K	Buy	+4,313	New	+$219K	0.1%	62

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Braver Wealth Management's JPM Position: Q4 2016 in Review

Braver Wealth Management increased its JPMorgan Chase (JPM) stake by 1% in Q4 2016, buying an estimated $58.8K and bringing the position to 75,543 shares worth $6.52M. The position accounts for 1.06% of the portfolio, ranked #20.

Braver Wealth Management first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Braver Wealth Management held 75,543 shares of JPMorgan Chase worth $6.52M as of Q4 2016.
Braver Wealth Management bought 771 JPMorgan Chase shares in Q4 2016, an estimated $58.8K.
JPMorgan Chase made up 1.06% of Braver Wealth Management's portfolio in Q4 2016, its #20 holding.
Braver Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.