Guardian Investor Services’s JPMorgan Chase JPM Stock Holding History

Guardian Investor 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
2015 Q1	$1.56M	Sell	25,748 -116	-0.4%	-$6.87K	1.23%	9
2014 Q4	$1.62M	Sell	25,864 -816	-3%	-$49.1K	1.28%	10
2014 Q3	$1.61M	Sell	26,680 -1,488	-5%	-$87K	1.29%	11
2014 Q2	$1.62M	Sell	28,168 -819	-3%	-$46K	1.25%	10
2014 Q1	$1.76M	Sell	28,987 -1,180	-4%	-$68.2K	1.37%	9
2013 Q4	$1.76M	Sell	30,167 -114	-0.4%	-$6.25K	1.34%	9
2013 Q3	$1.56M	Sell	30,281 -810	-3%	-$43.4K	1.31%	11
2013 Q2	$1.64M	Buy	+31,091	New	+$1.58M	1.41%	11

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Investor Services's JPM Position: Q1 2015 in Review

Guardian Investor Services reduced its JPMorgan Chase (JPM) stake by 0.45% in Q1 2015, selling an estimated $6.87K and leaving 25,748 shares worth $1.56M. The position accounts for 1.23% of the portfolio, ranked #9.

Guardian Investor Services first reported a position in JPM in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2013. 1,805 funds tracked by Wall St. Rank hold JPM as of Q1 2015.

Guardian Investor Services held 25,748 shares of JPMorgan Chase worth $1.56M as of Q1 2015.
Guardian Investor Services sold 116 JPMorgan Chase shares in Q1 2015, an estimated $6.87K.
JPMorgan Chase made up 1.23% of Guardian Investor Services's portfolio in Q1 2015, its #9 holding.
Guardian Investor Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's JPMorgan Chase position peaked at $1.76M in Q4 2013.
1,805 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.