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Bridgewater Wealth & Financial Management’s JPMorgan Chase JPM Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-2,945
Closed -$269K – 73
2017
Q2 		$269K Buy
+2,945
New +$254K 0.09% 95

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

Bridgewater Wealth & Financial Management's JPM Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 2,945 shares — an estimated $269K sold.

Bridgewater Wealth & Financial Management first reported a position in JPM in Q2 2017 and held it in 1 quarter. The position peaked at $269K in Q2 2017. 2,203 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 2,945 JPMorgan Chase shares in Q3 2017, an estimated $269K.
  • Bridgewater Wealth & Financial Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's JPMorgan Chase position peaked at $269K in Q2 2017.
  • 2,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.