FMP
JPM.PRB.CL

Financial Management Professionals’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Financial Management Professionals’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-67
Closed -$1K – 472
2016
Q2 		$1K Buy
+67
New +$1.87K ﹤0.01% 406

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Management Professionals's JPM.PRB.CL Position: Q3 2016 in Review

Financial Management Professionals sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q3 2016, closing a stake of 67 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in JPM.PRB.CL in Q2 2016 and held it in 1 quarter. The position peaked at $1K in Q2 2016. 14 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q3 2016.

  • Financial Management Professionals reported no remaining JPMorgan Chase & Co. position as of Q3 2016 after selling out during the quarter.
  • Financial Management Professionals sold 67 JPMorgan Chase & Co. shares in Q3 2016, an estimated $1K.
  • Financial Management Professionals first reported a position in JPMorgan Chase & Co. in Q2 2016 and held it in 1 quarter.
  • Financial Management Professionals's JPMorgan Chase & Co. position peaked at $1K in Q2 2016.
  • 14 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2016.

Based on Financial Management Professionals's 13F filing for Q3 2016, filed 7 Nov 2016.