LTI
JPM.PRB.CL

Laffer Tengler Investments’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Laffer Tengler Investments’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-11,760
Closed -$316K – 219
2016
Q4 		$316K Buy
11,760
+1,061
+10% +$29K 0.08% 201
2016
Q3 		$303K Buy
10,699
+1,525
+17% +$42.9K 0.08% 192
2016
Q2 		$259K Buy
9,174
+712
+8% +$19.8K 0.07% 188
2016
Q1 		$234K Buy
+8,462
New +$231K 0.06% 194
2015
Q3 		– Sell
-7,814
Closed -$207K – 198
2015
Q2 		$205K Sell
7,814
-385
-5% -$10.3K 0.05% 199
2015
Q1 		$221K Buy
+8,199
New +$218K 0.03% 180
2014
Q4 		– Sell
-7,215
Closed -$188K – 181
2014
Q3 		$184K Buy
7,215
+2,628
+57% +$67.5K 0.03% 185
2014
Q2 		$119K Buy
+4,587
New +$118K 0.02% 192

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

Laffer Tengler Investments's JPM.PRB.CL Position: Q1 2017 in Review

Laffer Tengler Investments sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q1 2017, closing a stake of 11,760 shares — an estimated $316K sold.

Laffer Tengler Investments first reported a position in JPM.PRB.CL in Q2 2014 and held it in 8 quarters. The position peaked at $316K in Q4 2016. 13 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q1 2017.

  • Laffer Tengler Investments reported no remaining JPMorgan Chase & Co. position as of Q1 2017 after selling out during the quarter.
  • Laffer Tengler Investments sold 11,760 JPMorgan Chase & Co. shares in Q1 2017, an estimated $316K.
  • Laffer Tengler Investments first reported a position in JPMorgan Chase & Co. in Q2 2014 and held it in 8 quarters.
  • Laffer Tengler Investments's JPMorgan Chase & Co. position peaked at $316K in Q4 2016.
  • 13 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q1 2017.

Based on Laffer Tengler Investments's 13F filing for Q1 2017, filed 16 May 2017.