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LBA Wealth Management’s JPMorgan Chase JPM Stock Holding History

LBA Wealth Management’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
2017
Q1 		$2.13M Sell
24,190
-116
-0.5% -$10.2K 1.12% 14
2016
Q4 		$2.1M Buy
24,306
+369
+2% +$28.1K 1.15% 13
2016
Q3 		$1.59M Buy
23,937
+267
+1% +$17.4K 0.9% 17
2016
Q2 		$1.47M Buy
23,670
+228
+1% +$14.2K 0.83% 19
2016
Q1 		$1.39M Sell
23,442
-965
-4% -$56.4K 0.8% 17
2015
Q4 		$1.61M Buy
24,407
+625
+3% +$40.7K 0.93% 17
2015
Q3 		$1.45M Sell
23,782
-1,658
-7% -$109K 0.91% 16
2015
Q2 		$1.72M Buy
25,440
+55
+0.2% +$3.59K 1.08% 16
2015
Q1 		$1.54M Buy
25,385
+720
+3% +$42.6K 0.97% 18
2014
Q4 		$1.54M Sell
24,665
-2,034
-8% -$122K 1.02% 18
2014
Q3 		$1.61M Buy
26,699
+664
+3% +$38.8K 1.12% 16
2014
Q2 		$1.5M Sell
26,035
-396
-1% -$22.3K 1.22% 15
2014
Q1 		$1.6M Sell
26,431
-335
-1% -$19.4K 1.31% 13
2013
Q4 		$1.56M Buy
+26,766
New +$1.47M 1.29% 14

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LBA Wealth Management's JPM Position: Q1 2017 in Review

LBA Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.48% in Q1 2017, selling an estimated $10.2K and leaving 24,190 shares worth $2.13M. The position accounts for 1.12% of the portfolio, ranked #14.

LBA Wealth Management first reported a position in JPM in Q4 2013 and has held it in 14 quarters since. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

  • LBA Wealth Management held 24,190 shares of JPMorgan Chase worth $2.13M as of Q1 2017.
  • LBA Wealth Management sold 116 JPMorgan Chase shares in Q1 2017, an estimated $10.2K.
  • JPMorgan Chase made up 1.12% of LBA Wealth Management's portfolio in Q1 2017, its #14 holding.
  • LBA Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 14 quarters since.
  • 2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.