Integrated Wealth Counsel’s JPMorgan Chase JPM Stock Holding History

Integrated Wealth Counsel’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 Q4	$376K	Hold	4,361	–	–	0.81%	24
2016 Q3	$290K	Buy	4,361 +361	+9%	+$23.5K	0.61%	24
2016 Q2	$249K	Hold	4,000	–	–	0.57%	23
2016 Q1	$237K	Hold	4,000	–	–	0.54%	23
2015 Q4	$264K	Sell	4,000 -218	-5%	-$14.2K	0.42%	18
2015 Q3	$257K	Hold	4,218	–	–	0.43%	17
2015 Q2	$286K	Sell	4,218 -870	-17%	-$56.8K	0.4%	19
2015 Q1	$308K	Sell	5,088 -152	-3%	-$9K	0.39%	17
2014 Q4	$328K	Hold	5,240	–	–	0.39%	17
2014 Q3	$316K	Sell	5,240 -9,410	-64%	-$550K	0.32%	18
2014 Q2	$844K	Sell	14,650 -1,475	-9%	-$82.9K	0.66%	14
2014 Q1	$979K	Sell	16,125 -720	-4%	-$41.6K	0.77%	30
2013 Q4	$985K	Sell	16,845 -470	-3%	-$25.7K	0.72%	32
2013 Q3	$895K	Sell	17,315 -2,706	-14%	-$145K	0.65%	33
2013 Q2	$1.06M	Buy	+20,021	New	+$1.02M	0.76%	38

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integrated Wealth Counsel's JPM Position: Q4 2016 in Review

Integrated Wealth Counsel held its JPMorgan Chase (JPM) position steady in Q4 2016 at 4,361 shares worth $376K. The position accounts for 0.81% of the portfolio, ranked #24.

Integrated Wealth Counsel first reported a position in JPM in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2013. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Integrated Wealth Counsel held 4,361 shares of JPMorgan Chase worth $376K as of Q4 2016.
Integrated Wealth Counsel left its JPMorgan Chase share count unchanged in Q4 2016.
JPMorgan Chase made up 0.81% of Integrated Wealth Counsel's portfolio in Q4 2016, its #24 holding.
Integrated Wealth Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 15 quarters since.
Integrated Wealth Counsel's JPMorgan Chase position peaked at $1.06M in Q2 2013.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.