Investors Capital Advisory Services’s JPMorgan Chase JPM Stock Holding History

Investors Capital 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
2016 Q2	$1.76M	Sell	28,323 -2,333	-8%	-$146K	0.34%	69
2016 Q1	$1.81M	Buy	30,656 +2,479	+9%	+$145K	0.36%	63
2015 Q4	$1.86M	Buy	28,177 +951	+3%	+$61.9K	0.36%	56
2015 Q3	$1.66M	Buy	27,226 +1,659	+6%	+$109K	0.33%	58
2015 Q2	$1.73M	Buy	25,567 +1,217	+5%	+$79.5K	0.32%	67
2015 Q1	$1.48M	Sell	24,350 -632	-3%	-$37.4K	0.27%	89
2014 Q4	$1.56M	Sell	24,982 -205	-0.8%	-$12.3K	0.3%	75
2014 Q3	$1.52M	Sell	25,187 -503	-2%	-$29.4K	0.3%	76
2014 Q2	$1.48M	Buy	25,690 +3,405	+15%	+$191K	0.24%	108
2014 Q1	$1.35M	Buy	22,285 +3,656	+20%	+$211K	0.29%	78
2013 Q4	$1.09M	Buy	18,629 +3,679	+25%	+$202K	0.25%	114
2013 Q3	$772K	Buy	14,950 +1,676	+13%	+$89.9K	0.2%	145
2013 Q2	$700K	Buy	+13,274	New	+$675K	0.21%	130

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Investors Capital Advisory Services's JPM Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2016, selling an estimated $146K and leaving 28,323 shares worth $1.76M. The position accounts for 0.34% of the portfolio, ranked #69.

Investors Capital Advisory Services first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2015. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Investors Capital Advisory Services held 28,323 shares of JPMorgan Chase worth $1.76M as of Q2 2016.
Investors Capital Advisory Services sold 2,333 JPMorgan Chase shares in Q2 2016, an estimated $146K.
JPMorgan Chase made up 0.34% of Investors Capital Advisory Services's portfolio in Q2 2016, its #69 holding.
Investors Capital Advisory Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's JPMorgan Chase position peaked at $1.86M in Q4 2015.
1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.