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Concert Wealth Management’s JPMorgan Chase JPM Stock Holding History

Concert 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
2017
Q3 		– Sell
-4,052
Closed -$370K – 85
2017
Q2 		$370K Sell
4,052
-23,312
-85% -$2.01M 0.36% 82
2017
Q1 		$2.36M Sell
27,364
-918
-3% -$81K 0.53% 36
2016
Q4 		$2.44M Sell
28,282
-53,184
-65% -$4.06M 0.54% 31
2016
Q3 		$5.43M Buy
81,466
+3,617
+5% +$236K 0.66% 23
2016
Q2 		$4.83M Buy
77,849
+5,518
+8% +$345K 0.66% 22
2016
Q1 		$4.19M Buy
72,331
+1,091
+2% +$63.7K 0.56% 33
2015
Q4 		$4.71M Buy
71,240
+285
+0.4% +$18.6K 0.63% 29
2015
Q3 		$4.32M Buy
70,955
+8,220
+13% +$538K 0.58% 32
2015
Q2 		$4.25M Sell
62,735
-78
-0.1% -$5.09K 0.55% 29
2015
Q1 		$2.97M Buy
62,813
+3,844
+7% +$228K 0.85% 14
2014
Q4 		$3.7M Buy
58,969
+31,676
+116% +$1.91M 0.56% 24
2014
Q3 		$1.65M Sell
27,293
-184
-0.7% -$10.8K 0.22% 66
2014
Q2 		$1.5M Buy
27,477
+251
+0.9% +$14.1K 0.18% 73
2014
Q1 		$1.64M Sell
27,226
-1,459
-5% -$84.3K 0.21% 65
2013
Q4 		$1.69M Sell
28,685
-148
-0.5% -$8.11K 0.22% 68
2013
Q3 		$1.48M Buy
28,833
+1,197
+4% +$64.2K 0.21% 70
2013
Q2 		$1.46M Buy
+27,636
New +$1.41M 0.22% 54

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

Concert Wealth Management's JPM Position: Q3 2017 in Review

Concert Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2017, closing a stake of 4,052 shares — an estimated $370K sold.

Concert Wealth Management first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $5.43M in Q3 2016. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Concert Wealth Management reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,052 JPMorgan Chase shares in Q3 2017, an estimated $370K.
  • Concert Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's JPMorgan Chase position peaked at $5.43M in Q3 2016.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

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