KIA
JPM.PRD.CL

KCM Investment Advisors’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

KCM Investment Advisors’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
2013
Q4 		– Sell
-24,928
Closed -$536K – 458
2013
Q3 		$536K Sell
24,928
-25,572
-51% -$576K 0.06% 275
2013
Q2 		$1.21M Buy
+50,500
New +$1.27M 0.15% 170

Other funds holding JPM.PRD.CL

WFG
Windsor Financial Group Minneapolis, Minnesota $214M AUM 6.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
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

KCM Investment Advisors's JPM.PRD.CL Position: Q4 2013 in Review

KCM Investment Advisors sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q4 2013, closing a stake of 24,928 shares — an estimated $536K sold.

KCM Investment Advisors first reported a position in JPM.PRD.CL in Q2 2013 and held it in 2 quarters. The position peaked at $1.21M in Q2 2013. 9 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q4 2013.

  • KCM Investment Advisors reported no remaining JPMorgan Chase & Co. position as of Q4 2013 after selling out during the quarter.
  • KCM Investment Advisors sold 24,928 JPMorgan Chase & Co. shares in Q4 2013, an estimated $536K.
  • KCM Investment Advisors first reported a position in JPMorgan Chase & Co. in Q2 2013 and held it in 2 quarters.
  • KCM Investment Advisors's JPMorgan Chase & Co. position peaked at $1.21M in Q2 2013.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2013.

Based on KCM Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.