Integrated Wealth Management (Palm Desert)’s JPMorgan Chase JPM Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$4.17M	Buy	47,492 +977	+2%	+$86.2K	1.4%	15
2016 Q4	$4.01M	Sell	46,515 -12	-0%	-$915	1.5%	14
2016 Q3	$3.1M	Sell	46,527 -1,010	-2%	-$65.9K	1.11%	18
2016 Q2	$2.95M	Sell	47,537 -615	-1%	-$38.4K	1.14%	17
2016 Q1	$2.85M	Sell	48,152 -1,467	-3%	-$85.7K	1.2%	18
2015 Q4	$3.28M	Sell	49,619 -127	-0.3%	-$8.27K	1.41%	15
2015 Q3	$3.03M	Sell	49,746 -2,720	-5%	-$178K	1.33%	13
2015 Q2	$3.56M	Sell	52,466 -1,136	-2%	-$74.2K	1.38%	13
2015 Q1	$3.25M	Buy	+53,602	New	+$3.17M	1.36%	12

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JPM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2017, buying an estimated $86.2K and bringing the position to 47,492 shares worth $4.17M. The position accounts for 1.4% of the portfolio, ranked #15.

Integrated Wealth Management (Palm Desert) first reported a position in JPM in Q1 2015 and has held it in 9 quarters since. 2,150 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 47,492 shares of JPMorgan Chase worth $4.17M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 977 JPMorgan Chase shares in Q1 2017, an estimated $86.2K.
JPMorgan Chase made up 1.4% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #15 holding.
Integrated Wealth Management (Palm Desert) first reported a position in JPMorgan Chase in Q1 2015 and has held it in 9 quarters since.
2,150 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.