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Independent Portfolio Consultants’s JPMorgan Chase JPM Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$3.31M Buy
36,229
+290
+0.8% +$25K 1.37% 4
2017
Q1 		$3.16M Sell
35,939
-1,446
-4% -$128K 1.09% 4
2016
Q4 		$3.23M Sell
37,385
-2,783
-7% -$212K 1.06% 6
2016
Q3 		$2.67M Sell
40,168
-2,590
-6% -$169K 0.84% 11
2016
Q2 		$2.66M Buy
42,758
+1,745
+4% +$109K 0.84% 11
2016
Q1 		$2.43M Sell
41,013
-160
-0.4% -$9.34K 0.68% 16
2015
Q4 		$2.72M Sell
41,173
-23,960
-37% -$1.56M 0.81% 11
2015
Q3 		$3.97M Buy
65,133
+3,515
+6% +$230K 0.86% 13
2015
Q2 		$4.17M Buy
61,618
+1,531
+3% +$100K 0.84% 14
2015
Q1 		$3.64M Sell
60,087
-1,623
-3% -$96.1K 0.74% 18
2014
Q4 		$3.86M Buy
61,710
+35,325
+134% +$2.13M 0.78% 14
2014
Q3 		$1.59M Buy
26,385
+8,328
+46% +$487K 0.43% 48
2014
Q2 		$1.04M Buy
18,057
+2,661
+17% +$150K 0.29% 82
2014
Q1 		$934K Sell
15,396
-2,570
-14% -$149K 0.3% 92
2013
Q4 		$1.05M Buy
17,966
+6,240
+53% +$342K 0.37% 62
2013
Q3 		$606K Sell
11,726
-450
-4% -$24.1K 0.24% 145
2013
Q2 		$643K Buy
+12,176
New +$619K 0.29% 99

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Independent Portfolio Consultants's JPM Position: Q2 2017 in Review

Independent Portfolio Consultants increased its JPMorgan Chase (JPM) stake by 0.81% in Q2 2017, buying an estimated $25K and bringing the position to 36,229 shares worth $3.31M. The position accounts for 1.37% of the portfolio, ranked #4.

Independent Portfolio Consultants first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.17M in Q2 2015. 2,199 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • Independent Portfolio Consultants held 36,229 shares of JPMorgan Chase worth $3.31M as of Q2 2017.
  • Independent Portfolio Consultants bought 290 JPMorgan Chase shares in Q2 2017, an estimated $25K.
  • JPMorgan Chase made up 1.37% of Independent Portfolio Consultants's portfolio in Q2 2017, its #4 holding.
  • Independent Portfolio Consultants first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's JPMorgan Chase position peaked at $4.17M in Q2 2015.
  • 2,199 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.