MWP
JPM.PRB.CL

MYCIO Wealth Partners’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-73
Closed -$2K – 1130
2016
Q2 		$2K Buy
73
+33
+83% +$919 ﹤0.01% 944
2016
Q1 		$1K Buy
+40
New +$1.09K ﹤0.01% 813
2015
Q4 		– Sell
-360
Closed -$10K – 911
2015
Q3 		$10K Buy
+360
New +$9.55K ﹤0.01% 560

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CW
Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MYCIO Wealth Partners's JPM.PRB.CL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q3 2016, closing a stake of 73 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in JPM.PRB.CL in Q3 2015 and held it in 3 quarters. The position peaked at $10K in Q3 2015. 14 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining JPMorgan Chase & Co. position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 73 JPMorgan Chase & Co. shares in Q3 2016, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in JPMorgan Chase & Co. in Q3 2015 and held it in 3 quarters.
  • MYCIO Wealth Partners's JPMorgan Chase & Co. position peaked at $10K in Q3 2015.
  • 14 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.