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JRM Investment Counsel’s JPMorgan Chase JPM Stock Holding History

JRM Investment Counsel’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
Q1 		– Sell
-41,350
Closed -$2.73M – 27
2015
Q4 		$2.73M Sell
41,350
-2,500
-6% -$163K 3.25% 13
2015
Q3 		$2.67M Sell
43,850
-1,100
-2% -$72K 3.15% 13
2015
Q2 		$3.05M Hold
44,950
– – 2.63% 16
2015
Q1 		$2.72M Buy
44,950
+1,500
+3% +$88.8K 2.33% 18
2014
Q4 		$2.72M Buy
+43,450
New +$2.61M 2.46% 17

Other funds holding JPM

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

JRM Investment Counsel's JPM Position: Q1 2016 in Review

JRM Investment Counsel sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 41,350 shares — an estimated $2.73M sold.

JRM Investment Counsel first reported a position in JPM in Q4 2014 and held it in 5 quarters. The position peaked at $3.05M in Q2 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

  • JRM Investment Counsel reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
  • JRM Investment Counsel sold 41,350 JPMorgan Chase shares in Q1 2016, an estimated $2.73M.
  • JRM Investment Counsel first reported a position in JPMorgan Chase in Q4 2014 and held it in 5 quarters.
  • JRM Investment Counsel's JPMorgan Chase position peaked at $3.05M in Q2 2015.
  • 1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on JRM Investment Counsel's 13F filing for Q1 2016, filed 5 May 2016.