JWM
JPM icon

Jacobus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jacobus Wealth 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
2017
Q3 		$18.6M Buy
194,771
+595
+0.3% +$54.9K 4.87% 2
2017
Q2 		$17.7M Sell
194,176
-22,303
-10% -$1.92M 4.79% 2
2017
Q1 		$19M Buy
216,479
+180
+0.1% +$15.9K 5.33% 1
2016
Q4 		$18.7M Buy
216,299
+388
+0.2% +$29.6K 5.46% 1
2016
Q3 		$14.4M Buy
215,911
+2,116
+1% +$138K 4.19% 2
2016
Q2 		$13.3M Sell
213,795
-10,921
-5% -$682K 4.05% 2
2016
Q1 		$13.3M Sell
224,716
-255
-0.1% -$14.9K 3.89% 2
2015
Q4 		$14.9M Buy
224,971
+1,746
+0.8% +$114K 4.26% 2
2015
Q3 		$13.6M Buy
223,225
+128
+0.1% +$8.38K 3.97% 2
2015
Q2 		$15.1M Buy
223,097
+819
+0.4% +$53.5K 3.75% 2
2015
Q1 		$13.5M Sell
222,278
-605
-0.3% -$35.8K 3.48% 3
2014
Q4 		$13.9M Sell
222,883
-1,362
-0.6% -$82K 3.62% 3
2014
Q3 		$13.5M Buy
224,245
+500
+0.2% +$29.2K 3.72% 2
2014
Q2 		$12.9M Buy
223,745
+1,400
+0.6% +$78.7K 3.3% 3
2014
Q1 		$13.5M Sell
222,345
-2,551
-1% -$147K 3.28% 5
2013
Q4 		$13.2M Buy
224,896
+5,293
+2% +$290K 3.82% 2
2013
Q3 		$11.4M Hold
219,603
– – 3.97% 4
2013
Q2 		$11.6M Buy
+219,603
New +$11.2M 4.24% 3

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jacobus Wealth Management's JPM Position: Q3 2017 in Review

Jacobus Wealth Management increased its JPMorgan Chase (JPM) stake by 0.31% in Q3 2017, buying an estimated $54.9K and bringing the position to 194,771 shares worth $18.6M. The position accounts for 4.87% of the portfolio, ranked #2.

Jacobus Wealth Management first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $19M in Q1 2017. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

  • Jacobus Wealth Management held 194,771 shares of JPMorgan Chase worth $18.6M as of Q3 2017.
  • Jacobus Wealth Management bought 595 JPMorgan Chase shares in Q3 2017, an estimated $54.9K.
  • JPMorgan Chase made up 4.87% of Jacobus Wealth Management's portfolio in Q3 2017, its #2 holding.
  • Jacobus Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • Jacobus Wealth Management's JPMorgan Chase position peaked at $19M in Q1 2017.
  • 2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.