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Gary Goldberg Planning Services’s JPMorgan Chase JPM Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$235K Sell
3,761
-50
-1% -$3.01K 0.1% 97
2014
Q3 		$230K Buy
3,811
+2,320
+156% +$136K 0.1% 109
2014
Q2 		$86K Buy
1,491
+414
+38% +$23.3K 0.04% 170
2014
Q1 		$65K Buy
1,077
+2
+0.2% +$116 0.03% 194
2013
Q4 		$63K Sell
1,075
-300
-22% -$16.4K 0.04% 182
2013
Q3 		$71K Hold
1,375
– – 0.04% 159
2013
Q2 		$73K Buy
+1,375
New +$69.9K 0.05% 148

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's JPM Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its JPMorgan Chase (JPM) stake by 1.3% in Q4 2014, selling an estimated $3.01K and leaving 3,761 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #97.

Gary Goldberg Planning Services first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. 1,813 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

  • Gary Goldberg Planning Services held 3,761 shares of JPMorgan Chase worth $235K as of Q4 2014.
  • Gary Goldberg Planning Services sold 50 JPMorgan Chase shares in Q4 2014, an estimated $3.01K.
  • JPMorgan Chase made up 0.1% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #97 holding.
  • Gary Goldberg Planning Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
  • 1,813 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.