JWM
JPM.PRD.CL

Jacobus Wealth Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Jacobus Wealth Management’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-5,770
Closed -$136K – 316
2015
Q2 		$136K Hold
5,770
– – 0.03% 264
2015
Q1 		$143K Sell
5,770
-1,230
-18% -$29.9K 0.04% 251
2014
Q4 		$168K Hold
7,000
– – 0.04% 222
2014
Q3 		$160K Hold
7,000
– – 0.04% 229
2014
Q2 		$160K Buy
+7,000
New +$159K 0.04% 243
2014
Q1 		– Sell
-7,000
Closed -$144K – 327
2013
Q4 		$144K Hold
7,000
– – 0.04% 248
2013
Q3 		$151K Buy
+7,000
New +$158K 0.05% 199

Other funds holding JPM.PRD.CL

CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Jacobus Wealth Management's JPM.PRD.CL Position: Q3 2015 in Review

Jacobus Wealth Management sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q3 2015, closing a stake of 5,770 shares — an estimated $136K sold.

Jacobus Wealth Management first reported a position in JPM.PRD.CL in Q3 2013 and held it in 7 quarters. The position peaked at $168K in Q4 2014. 9 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q3 2015.

  • Jacobus Wealth Management reported no remaining JPMorgan Chase & Co. position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 5,770 JPMorgan Chase & Co. shares in Q3 2015, an estimated $136K.
  • Jacobus Wealth Management first reported a position in JPMorgan Chase & Co. in Q3 2013 and held it in 7 quarters.
  • Jacobus Wealth Management's JPMorgan Chase & Co. position peaked at $168K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.