JP Morgan Private Wealth Advisors
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JP Morgan Private Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-81,775
Closed -$10.8M – 1355
2015
Q4 		$10.8M Buy
81,775
+70,605
+632% +$9.14M 0.11% 173
2015
Q3 		$1.37M Sell
11,170
-8,679
-44% -$1.06M 0.02% 406
2015
Q2 		$1.89M Sell
19,849
-4,678
-19% -$462K 0.02% 378
2015
Q1 		$2.48M Sell
24,527
-1,619
-6% -$164K 0.03% 334
2014
Q4 		$2.7M Sell
26,146
-6,155
-19% -$613K 0.03% 332
2014
Q3 		$2.94M Sell
32,301
-906
-3% -$82.5K 0.04% 314
2014
Q2 		$3.06M Sell
33,207
-3
-0% -$276 0.05% 247
2014
Q1 		$2.97M Buy
33,210
+9,435
+40% +$826K 0.05% 241
2013
Q4 		$2.3M Buy
23,775
+4,959
+26% +$462K 0.05% 240
2013
Q3 		$1.68M Sell
18,816
-2,466
-12% -$213K 0.04% 258
2013
Q2 		$1.8M Buy
+21,282
New +$1.86M 0.04% 252

Other funds holding CB

Axiom Investors
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return
CIBC World Markets
CIBC World Markets New York $20.8B AUM
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.08B AUM 14.48% 1-Year Est. Return
Covington Capital Management
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
MI
Markston International White Plains, New York $99.1M AUM 27.9% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CB Position: Q1 2016 in Review

JP Morgan Private Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 81,775 shares — an estimated $10.8M sold.

JP Morgan Private Wealth Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $10.8M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • JP Morgan Private Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 81,775 CHUBB CORPORATION shares in Q1 2016, an estimated $10.8M.
  • JP Morgan Private Wealth Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's CHUBB CORPORATION position peaked at $10.8M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2016, filed 13 May 2016.