Clarfeld Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Clarfeld 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
2018 Q4	$134K	Buy	+1,377	New	+$147K	0.11%	60

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarfeld Financial Advisors's JPM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2018: 1,377 shares worth $134K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings.

2,597 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Clarfeld Financial Advisors held 1,377 shares of JPMorgan Chase worth $134K as of Q4 2018.
JPMorgan Chase was a new Clarfeld Financial Advisors position in Q4 2018.
JPMorgan Chase made up 0.11% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #60 holding.
2,597 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.