Lebenthal Asset Management’s JPMorgan Chase JPM Stock Holding History

Lebenthal Asset 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	$7.17M	Buy	81,562 +1,980	+2%	+$175K	0.89%	26
2016 Q4	$6.87M	Buy	79,582 +470	+0.6%	+$35.8K	0.88%	27
2016 Q3	$5.27M	Sell	79,112 -4,139	-5%	-$270K	0.68%	34
2016 Q2	$5.17M	Buy	83,251 +69,031	+485%	+$4.31M	0.67%	37
2016 Q1	$842K	Buy	+14,220	New	+$830K	0.34%	53

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lebenthal Asset Management's JPM Position: Q1 2017 in Review

Lebenthal Asset Management increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2017, buying an estimated $175K and bringing the position to 81,562 shares worth $7.17M. The position accounts for 0.89% of the portfolio, ranked #26.

Lebenthal Asset Management first reported a position in JPM in Q1 2016 and has held it in 5 quarters since. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

Lebenthal Asset Management held 81,562 shares of JPMorgan Chase worth $7.17M as of Q1 2017.
Lebenthal Asset Management bought 1,980 JPMorgan Chase shares in Q1 2017, an estimated $175K.
JPMorgan Chase made up 0.89% of Lebenthal Asset Management's portfolio in Q1 2017, its #26 holding.
Lebenthal Asset Management first reported a position in JPMorgan Chase in Q1 2016 and has held it in 5 quarters since.
2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.