HHG & Company’s JPMorgan Chase JPM Stock Holding History

HHG & Company’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	$1.87M	Buy	31,641 +662	+2%	+$38.7K	0.52%	61
2015 Q4	$2.05M	Buy	30,979 +556	+2%	+$36.2K	0.55%	56
2015 Q3	$1.85M	Sell	30,423 -405	-1%	-$26.5K	0.56%	60
2015 Q2	$2.09M	Sell	30,828 -157	-0.5%	-$10.3K	0.6%	55
2015 Q1	$1.88M	Sell	30,985 -601	-2%	-$35.6K	0.49%	64
2014 Q4	$1.98M	Buy	31,586 +2,660	+9%	+$160K	0.47%	60
2014 Q3	$1.74M	Sell	28,926 -848	-3%	-$49.6K	0.57%	53
2014 Q2	$1.72M	Buy	29,774 +8,413	+39%	+$473K	0.56%	57
2014 Q1	$2.24M	Sell	21,361 -2,876	-12%	-$166K	0.77%	43
2013 Q4	$1.42M	Sell	24,237 -1,487	-6%	-$81.5K	0.53%	64
2013 Q3	$1.33M	Buy	25,724 +148	+0.6%	+$7.94K	0.53%	66
2013 Q2	$1.35M	Buy	+25,576	New	+$1.3M	0.55%	58

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments

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

Wellington Management Group

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

Massachusetts Financial Services

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

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