Efficient Market Advisors’s JPMorgan Chase JPM Stock Holding History

Efficient Market 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
2016 Q1	–	Sell	-310	Closed	-$20K	–	104
2015 Q4	$20K	Sell	310 -2	-0.6%	-$130	﹤0.01%	115
2015 Q3	$19K	Buy	312 +12	+4%	+$786	﹤0.01%	99
2015 Q2	$20K	Hold	300	–	–	﹤0.01%	97
2015 Q1	$18K	Hold	300	–	–	﹤0.01%	103
2014 Q4	$19K	Hold	300	–	–	﹤0.01%	103
2014 Q3	$18K	Hold	300	–	–	﹤0.01%	96
2014 Q2	$17K	Hold	300	–	–	﹤0.01%	92
2014 Q1	$18K	Hold	300	–	–	﹤0.01%	92
2013 Q4	$18K	Hold	300	–	–	0.01%	88
2013 Q3	$16K	Hold	300	–	–	0.01%	90
2013 Q2	$16K	Buy	+300	New	+$15.3K	0.01%	84

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Efficient Market Advisors's JPM Position: Q1 2016 in Review

Efficient Market Advisors sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 310 shares — an estimated $20K sold.

Efficient Market Advisors first reported a position in JPM in Q2 2013 and held it in 11 quarters. The position peaked at $20K in Q4 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Efficient Market Advisors reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 310 JPMorgan Chase shares in Q1 2016, an estimated $20K.
Efficient Market Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 11 quarters.
Efficient Market Advisors's JPMorgan Chase position peaked at $20K in Q4 2015.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.