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Interactive Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Interactive Financial 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
2014
Q2 		– Sell
-15
Closed -$1K – 112
2014
Q1 		$1K Buy
+15
New +$867 ﹤0.01% 105

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interactive Financial Advisors's JPM Position: Q2 2014 in Review

Interactive Financial Advisors sold out of JPMorgan Chase (JPM) in Q2 2014, closing a stake of 15 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in JPM in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 1,695 funds tracked by Wall St. Rank hold JPM as of Q2 2014.

  • Interactive Financial Advisors reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 15 JPMorgan Chase shares in Q2 2014, an estimated $1K.
  • Interactive Financial Advisors first reported a position in JPMorgan Chase in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's JPMorgan Chase position peaked at $1K in Q1 2014.
  • 1,695 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.