Constellation Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Constellation Wealth 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
2015 Q3	$273K	Sell	4,482 -150	-3%	-$9.82K	0.03%	75
2015 Q2	$314K	Hold	4,632	–	–	0.03%	159
2015 Q1	$281K	Buy	4,632 +550	+13%	+$32.6K	0.02%	164
2014 Q4	$255K	Sell	4,082 -1,908	-32%	-$115K	0.02%	164
2014 Q3	$361K	Buy	5,990 +2,000	+50%	+$117K	0.03%	156
2014 Q2	$230K	Sell	3,990 -17,819	-82%	-$1M	0.03%	169
2014 Q1	$1.32M	Sell	21,809 -2,885	-12%	-$167K	0.13%	121
2013 Q4	$1.44M	Buy	24,694 +3,675	+17%	+$201K	0.14%	126
2013 Q3	$1.09M	Sell	21,019 -3,340	-14%	-$179K	0.12%	122
2013 Q2	$1.29M	Buy	+24,359	New	+$1.24M	0.15%	114

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Constellation Wealth Advisors's JPM Position: Q3 2015 in Review

Constellation Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.2% in Q3 2015, selling an estimated $9.82K and leaving 4,482 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #75.

Constellation Wealth Advisors first reported a position in JPM in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.44M in Q4 2013. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

Constellation Wealth Advisors held 4,482 shares of JPMorgan Chase worth $273K as of Q3 2015.
Constellation Wealth Advisors sold 150 JPMorgan Chase shares in Q3 2015, an estimated $9.82K.
JPMorgan Chase made up 0.03% of Constellation Wealth Advisors's portfolio in Q3 2015, its #75 holding.
Constellation Wealth Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 10 quarters since.
Constellation Wealth Advisors's JPMorgan Chase position peaked at $1.44M in Q4 2013.
1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.