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

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$0 Hold
5
– – ﹤0.01% 167
2013
Q2 		$0 Buy
+5
New +$254 ﹤0.01% 119

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s JPM Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its JPMorgan Chase (JPM) position steady in Q3 2013 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Mariner Wealth Advisors (Madison) first reported a position in JPM in Q2 2013 and has held it in 2 quarters since. 1,595 funds tracked by Wall St. Rank hold JPM as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 5 shares of JPMorgan Chase worth $0 as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its JPMorgan Chase share count unchanged in Q3 2013.
  • JPMorgan Chase made up ﹤0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #167 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 2 quarters since.
  • 1,595 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.