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FinTrust Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		$1.47M Hold
13,393
– – 1.35% 15
2017
Q4 		$1.43M Sell
13,393
-550
-4% -$55.7K 1.26% 15
2017
Q3 		$1.33M Buy
+13,943
New +$1.29M 1.28% 15

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

FinTrust Investment Advisory Services's JPM Position: Q1 2018 in Review

FinTrust Investment Advisory Services held its JPMorgan Chase (JPM) position steady in Q1 2018 at 13,393 shares worth $1.47M. The position accounts for 1.35% of the portfolio, ranked #15.

FinTrust Investment Advisory Services first reported a position in JPM in Q3 2017 and has held it in 3 quarters since. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • FinTrust Investment Advisory Services held 13,393 shares of JPMorgan Chase worth $1.47M as of Q1 2018.
  • FinTrust Investment Advisory Services left its JPMorgan Chase share count unchanged in Q1 2018.
  • JPMorgan Chase made up 1.35% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #15 holding.
  • FinTrust Investment Advisory Services first reported a position in JPMorgan Chase in Q3 2017 and has held it in 3 quarters since.
  • 2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.