J.P. Turner & Co Capital Management’s JPMorgan Chase JPM Stock Holding History

J.P. Turner & Co Capital Management’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
2015 Q3	$476K	Sell	7,840 -710	-8%	-$46.5K	0.49%	59
2015 Q2	$579K	Sell	8,550 -680	-7%	-$44.4K	0.45%	74
2015 Q1	$557K	Buy	9,230 +44	+0.5%	+$2.61K	0.52%	61
2014 Q4	$573K	Buy	+9,186	New	+$553K	0.55%	57

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

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

BIT

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

J.P. Turner & Co Capital Management's JPM Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its JPMorgan Chase (JPM) stake by 8.3% in Q3 2015, selling an estimated $46.5K and leaving 7,840 shares worth $476K. The position accounts for 0.49% of the portfolio, ranked #59.

J.P. Turner & Co Capital Management first reported a position in JPM in Q4 2014 and has held it in 4 quarters since. The position peaked at $579K in Q2 2015. 1,834 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

J.P. Turner & Co Capital Management held 7,840 shares of JPMorgan Chase worth $476K as of Q3 2015.
J.P. Turner & Co Capital Management sold 710 JPMorgan Chase shares in Q3 2015, an estimated $46.5K.
JPMorgan Chase made up 0.49% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #59 holding.
J.P. Turner & Co Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's JPMorgan Chase position peaked at $579K in Q2 2015.
1,834 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.