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Cynosure Advisors’s JPMorgan Chase JPM Stock Holding History

Cynosure 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
Q3 		– Sell
-13,851
Closed -$1.44M – 109
2018
Q2 		$1.44M Sell
13,851
-356
-3% -$39.1K 0.39% 31
2018
Q1 		$1.56M Buy
14,207
+139
+1% +$15.7K 0.39% 24
2017
Q4 		$1.5M Buy
+14,068
New +$1.42M 0.35% 23

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

Cynosure Advisors's JPM Position: Q3 2018 in Review

Cynosure Advisors sold out of JPMorgan Chase (JPM) in Q3 2018, closing a stake of 13,851 shares — an estimated $1.44M sold.

Cynosure Advisors first reported a position in JPM in Q4 2017 and held it in 3 quarters. The position peaked at $1.56M in Q1 2018. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Cynosure Advisors reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 13,851 JPMorgan Chase shares in Q3 2018, an estimated $1.44M.
  • Cynosure Advisors first reported a position in JPMorgan Chase in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's JPMorgan Chase position peaked at $1.56M in Q1 2018.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.