MWP
JPM.PRD.CL

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

MYCIO Wealth Partners’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-170
Closed -$4K – 1147
2016
Q2 		$4K Buy
170
+77
+83% +$1.96K ﹤0.01% 746
2016
Q1 		$2K Buy
+93
New +$2.34K ﹤0.01% 742
2015
Q4 		– Sell
-854
Closed -$21K – 924
2015
Q3 		$21K Buy
+854
New +$20.7K ﹤0.01% 442

Other funds holding JPM.PRD.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q3 2016, closing a stake of 170 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in JPM.PRD.CL in Q3 2015 and held it in 3 quarters. The position peaked at $21K in Q3 2015. 10 funds tracked by Wall St. Rank hold JPM.PRD.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 170 JPMorgan Chase & Co. shares in Q3 2016, an estimated $4K.
  • 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 $21K in Q3 2015.
  • 10 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.