PacWest Financial Management’s JPMorgan Chase JPM Stock Holding History

PacWest Financial Management’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
2016 Q4	$2.18M	Buy	+2,525	New	+$193K	0.13%	79

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PacWest Financial Management's JPM Position: Q4 2016 in Review

PacWest Financial Management opened a new position in JPMorgan Chase (JPM) in Q4 2016: 2,525 shares worth $2.18M. The stake represents 0.13% of the portfolio and ranks #79 among its holdings.

2,090 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

PacWest Financial Management held 2,525 shares of JPMorgan Chase worth $2.18M as of Q4 2016.
JPMorgan Chase was a new PacWest Financial Management position in Q4 2016.
JPMorgan Chase made up 0.13% of PacWest Financial Management's portfolio in Q4 2016, its #79 holding.
2,090 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.