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Mariner Wealth Advisors (Cincinnati)’s JPMorgan Chase JPM Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$7.01M Sell
62,153
-489
-0.8% -$55.5K 0.39% 67
2018
Q2 		$6.53M Buy
62,642
+1,391
+2% +$153K 0.39% 64
2018
Q1 		$6.74M Sell
61,251
-573
-0.9% -$64.9K 0.41% 56
2017
Q4 		$6.61M Sell
61,824
-637
-1% -$64.5K 0.4% 59
2017
Q3 		$5.97M Buy
62,461
+5,711
+10% +$527K 0.39% 63
2017
Q2 		$5.19M Buy
56,750
+3,273
+6% +$282K 0.36% 66
2017
Q1 		$4.7M Buy
53,477
+2,369
+5% +$209K 0.34% 68
2016
Q4 		$4.41M Buy
51,108
+6,843
+15% +$522K 0.34% 70
2016
Q3 		$2.95M Buy
44,265
+982
+2% +$64K 0.25% 81
2016
Q2 		$2.69M Buy
43,283
+2,180
+5% +$136K 0.24% 84
2016
Q1 		$2.43M Sell
41,103
-3,373
-8% -$197K 0.24% 80
2015
Q4 		$2.94M Buy
+44,476
New +$2.9M 0.29% 70
2015
Q1 		$2.59M Sell
42,810
-214,233
-83% -$12.7M 0.36% 50
2014
Q4 		$16.1M Buy
257,043
+5,594
+2% +$337K 2.33% 17
2014
Q3 		$15.1M Sell
251,449
-18,802
-7% -$1.1M 2.43% 12
2014
Q2 		$15.6M Buy
270,251
+11,687
+5% +$657K 2.46% 10
2014
Q1 		$15.7M Buy
258,564
+4,693
+2% +$271K 2.55% 8
2013
Q4 		$14.8M Buy
253,871
+1,576
+0.6% +$86.3K 2.45% 10
2013
Q3 		$13M Buy
252,295
+3,779
+2% +$203K 2.42% 10
2013
Q2 		$13.1M Buy
+248,516
New +$12.6M 2.6% 6

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

Mariner Wealth Advisors (Cincinnati)'s JPM Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its JPMorgan Chase (JPM) stake by 0.78% in Q3 2018, selling an estimated $55.5K and leaving 62,153 shares worth $7.01M. The position accounts for 0.39% of the portfolio, ranked #67.

Mariner Wealth Advisors (Cincinnati) first reported a position in JPM in Q2 2013 and has held it in 20 quarters since. The position peaked at $16.1M in Q4 2014. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 62,153 shares of JPMorgan Chase worth $7.01M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) sold 489 JPMorgan Chase shares in Q3 2018, an estimated $55.5K.
  • JPMorgan Chase made up 0.39% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #67 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 20 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s JPMorgan Chase position peaked at $16.1M in Q4 2014.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.