EisnerAmper Wealth Management Corporate Benefits’s JPMorgan Chase JPM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	–	Sell	-3,137	Closed	-$213K	–	114
2015 Q2	$213K	Sell	3,137 -442	-12%	-$28.9K	0.16%	95
2015 Q1	$217K	Sell	3,579 -61	-2%	-$3.61K	0.16%	79
2014 Q4	$227K	Buy	+3,640	New	+$219K	0.18%	77

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

EisnerAmper Wealth Management Corporate Benefits's JPM Position: Q3 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of JPMorgan Chase (JPM) in Q3 2015, closing a stake of 3,137 shares — an estimated $213K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in JPM in Q4 2014 and held it in 3 quarters. The position peaked at $227K in Q4 2014. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 3,137 JPMorgan Chase shares in Q3 2015, an estimated $213K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in JPMorgan Chase in Q4 2014 and held it in 3 quarters.
EisnerAmper Wealth Management Corporate Benefits's JPMorgan Chase position peaked at $227K in Q4 2014.
1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2015, filed 2 Oct 2015.