INR Advisory Services’s JPMorgan Chase JPM Stock Holding History

INR Advisory Services’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
2018 Q3	–	Sell	-28	Closed	-$3K	–	68
2018 Q2	$3K	Buy	+28	New	+$3.07K	﹤0.01%	62
2017 Q2	–	Sell	-17,951	Closed	-$1.58M	–	107
2017 Q1	$1.58M	Hold	17,951	–	–	0.25%	10
2016 Q4	$1.55M	Sell	17,951 -5,183	-22%	-$395K	0.26%	9
2016 Q3	$1.54M	Hold	23,134	–	–	0.27%	10
2016 Q2	$1.44M	Hold	23,134	–	–	0.27%	10
2016 Q1	$1.37M	Hold	23,134	–	–	0.25%	11
2015 Q4	$1.53M	Hold	23,134	–	–	0.29%	9
2015 Q3	$1.41M	Hold	23,134	–	–	0.29%	8
2015 Q2	$1.57M	Hold	23,134	–	–	0.31%	8
2015 Q1	$1.4M	Hold	23,134	–	–	0.25%	8
2014 Q4	$1.45M	Hold	23,134	–	–	0.28%	9
2014 Q3	$1.39M	Hold	23,134	–	–	0.29%	11
2014 Q2	$1.33M	Hold	23,134	–	–	0.27%	11
2014 Q1	$1.4M	Hold	23,134	–	–	0.31%	12
2013 Q4	$1.35M	Hold	23,134	–	–	0.31%	15
2013 Q3	$1.2M	Hold	23,134	–	–	0.32%	15
2013 Q2	$1.22M	Buy	+23,134	New	+$1.18M	0.33%	15

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

INR Advisory Services's JPM Position: Q3 2018 in Review

INR Advisory Services sold out of JPMorgan Chase (JPM) in Q3 2018, closing a stake of 28 shares — an estimated $3K sold.

INR Advisory Services first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $1.58M in Q1 2017. 2,450 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

INR Advisory Services reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
INR Advisory Services sold 28 JPMorgan Chase shares in Q3 2018, an estimated $3K.
INR Advisory Services first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
INR Advisory Services's JPMorgan Chase position peaked at $1.58M in Q1 2017.
2,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.