Gupta Wealth Management’s JPMorgan Chase JPM Stock Holding History

Gupta Wealth Management’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
2016 Q1	$502K	Sell	8,470 -1,094	-11%	-$63.9K	0.12%	143
2015 Q4	$632K	Buy	9,564 +746	+8%	+$48.6K	0.16%	118
2015 Q3	$538K	Sell	8,818 -322	-4%	-$21.1K	0.13%	130
2015 Q2	$619K	Buy	9,140 +3,115	+52%	+$203K	0.15%	123
2015 Q1	$365K	Buy	+6,025	New	+$357K	0.11%	154

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Gupta Wealth Management's JPM Position: Q1 2016 in Review

Gupta Wealth Management reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2016, selling an estimated $63.9K and leaving 8,470 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #143.

Gupta Wealth Management first reported a position in JPM in Q1 2015 and has held it in 5 quarters since. The position peaked at $632K in Q4 2015. 1,905 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Gupta Wealth Management held 8,470 shares of JPMorgan Chase worth $502K as of Q1 2016.
Gupta Wealth Management sold 1,094 JPMorgan Chase shares in Q1 2016, an estimated $63.9K.
JPMorgan Chase made up 0.12% of Gupta Wealth Management's portfolio in Q1 2016, its #143 holding.
Gupta Wealth Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's JPMorgan Chase position peaked at $632K in Q4 2015.
1,905 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.