Lebenthal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Lebenthal Wealth Advisors’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 Q2	$597K	Buy	+9,608	New	+$600K	1.76%	14

Other funds holding JPM

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Lebenthal Wealth Advisors's JPM Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2016: 9,608 shares worth $597K. The stake represents 1.76% of the portfolio and ranks #14 among its holdings.

1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

Lebenthal Wealth Advisors held 9,608 shares of JPMorgan Chase worth $597K as of Q2 2016.
JPMorgan Chase was a new Lebenthal Wealth Advisors position in Q2 2016.
JPMorgan Chase made up 1.76% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #14 holding.
1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.