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CT Financial Advisors’s JPMorgan Chase JPM Stock Holding History

CT 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
2017
Q1 		$192K Hold
2,187
– – 0.12% 156
2016
Q4 		$189K Hold
2,187
– – 0.12% 154
2016
Q3 		$146K Buy
2,187
+89
+4% +$5.8K 0.09% 167
2016
Q2 		$130K Sell
2,098
-660
-24% -$41.2K 0.08% 180
2016
Q1 		$163K Hold
2,758
– – 0.09% 166
2015
Q4 		$182K Hold
2,758
– – 0.1% 155
2015
Q3 		$168K Hold
2,758
– – 0.11% 160
2015
Q2 		$187K Hold
2,758
– – 0.11% 161
2015
Q1 		$167K Hold
2,758
– – 0.09% 174
2014
Q4 		$173K Buy
+2,758
New +$166K 0.13% 127
2014
Q1 		$167K Buy
+2,758
New +$159K 0.09% 174

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CT Financial Advisors's JPM Position: Q1 2017 in Review

CT Financial Advisors held its JPMorgan Chase (JPM) position steady in Q1 2017 at 2,187 shares worth $192K. The position accounts for 0.12% of the portfolio, ranked #156.

CT Financial Advisors first reported a position in JPM in Q1 2014 and has held it in 11 quarters since. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • CT Financial Advisors held 2,187 shares of JPMorgan Chase worth $192K as of Q1 2017.
  • CT Financial Advisors left its JPMorgan Chase share count unchanged in Q1 2017.
  • JPMorgan Chase made up 0.12% of CT Financial Advisors's portfolio in Q1 2017, its #156 holding.
  • CT Financial Advisors first reported a position in JPMorgan Chase in Q1 2014 and has held it in 11 quarters since.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.