Haber Trilix Advisors’s JPMorgan Chase JPM Stock Holding History

Haber Trilix Advisors’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
2013 Q2	$75K	Buy	+1,428	New	+$72.6K	0.01%	207

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Haber Trilix Advisors's JPM Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2013: 1,428 shares worth $75K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings.

1,598 funds tracked by Wall St. Rank hold JPM as of Q2 2013.

Haber Trilix Advisors held 1,428 shares of JPMorgan Chase worth $75K as of Q2 2013.
JPMorgan Chase was a new Haber Trilix Advisors position in Q2 2013.
JPMorgan Chase made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #207 holding.
1,598 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.