Holt-Smith Advisors’s JPMorgan Chase JPM Stock Holding History

Holt-Smith 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	$1.08M	Buy	+20,417	New	+$1.04M	1.52%	11

Other funds holding JPM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Holt-Smith Advisors's JPM Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2013: 20,417 shares worth $1.08M. The stake represents 1.52% of the portfolio and ranks #11 among its holdings.

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

Holt-Smith Advisors held 20,417 shares of JPMorgan Chase worth $1.08M as of Q2 2013.
JPMorgan Chase was a new Holt-Smith Advisors position in Q2 2013.
JPMorgan Chase made up 1.52% of Holt-Smith Advisors's portfolio in Q2 2013, its #11 holding.
1,598 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.