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Cleary Gull Holdings’s JPMorgan Chase JPM Stock Holding History

Cleary Gull Holdings’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
Q1 		$56K Buy
950
+100
+12% +$5.84K 0.04% 43
2015
Q4 		$56K Hold
850
– – 0.03% 33
2015
Q3 		$52K Buy
850
+400
+89% +$26.2K 0.04% 36
2015
Q2 		$30K Buy
+450
New +$29.4K 0.02% 46

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cleary Gull Holdings's JPM Position: Q1 2016 in Review

Cleary Gull Holdings increased its JPMorgan Chase (JPM) stake by 12% in Q1 2016, buying an estimated $5.84K and bringing the position to 950 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #43.

Cleary Gull Holdings first reported a position in JPM in Q2 2015 and has held it in 4 quarters since. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • Cleary Gull Holdings held 950 shares of JPMorgan Chase worth $56K as of Q1 2016.
  • Cleary Gull Holdings bought 100 JPMorgan Chase shares in Q1 2016, an estimated $5.84K.
  • JPMorgan Chase made up 0.04% of Cleary Gull Holdings's portfolio in Q1 2016, its #43 holding.
  • Cleary Gull Holdings first reported a position in JPMorgan Chase in Q2 2015 and has held it in 4 quarters since.
  • 1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.