Leonetti & Associates’s JPMorgan Chase JPM Stock Holding History

Leonetti & Associates’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
2018 Q1	–	Sell	-54,475	Closed	-$5.83M	–	42
2017 Q4	$5.83M	Buy	54,475 +1,750	+3%	+$177K	1.56%	17
2017 Q3	$5.04M	Sell	52,725 -550	-1%	-$50.7K	1.34%	21
2017 Q2	$4.87M	Sell	53,275 -58,475	-52%	-$5.05M	1.38%	21
2017 Q1	$9.82M	Sell	111,750 -8,850	-7%	-$781K	2.85%	10
2016 Q4	$10.4M	Buy	+120,600	New	+$9.2M	3.07%	10
2014 Q2	–	Sell	-78,596	Closed	-$4.77M	–	35
2014 Q1	$4.77M	Buy	78,596 +1,900	+2%	+$110K	1.61%	22
2013 Q4	$4.49M	Buy	76,696 +3,050	+4%	+$167K	1.56%	21
2013 Q3	$3.81M	Sell	73,646 -10,300	-12%	-$552K	1.39%	21
2013 Q2	$4.43M	Buy	+83,946	New	+$4.27M	1.7%	19

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Leonetti & Associates's JPM Position: Q1 2018 in Review

Leonetti & Associates sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 54,475 shares — an estimated $5.83M sold.

Leonetti & Associates first reported a position in JPM in Q2 2013 and held it in 9 quarters. The position peaked at $10.4M in Q4 2016. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

Leonetti & Associates reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
Leonetti & Associates sold 54,475 JPMorgan Chase shares in Q1 2018, an estimated $5.83M.
Leonetti & Associates first reported a position in JPMorgan Chase in Q2 2013 and held it in 9 quarters.
Leonetti & Associates's JPMorgan Chase position peaked at $10.4M in Q4 2016.
2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Leonetti & Associates's 13F filing for Q1 2018, filed 15 May 2018.