Parametric Risk Advisors’s JPMorgan Chase JPM Stock Holding History

Parametric Risk Advisors’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 Q3	$8.04M	Hold	120,692	–	–	0.54%	33
2016 Q2	$7.5M	Sell	120,692 -7,500	-6%	-$468K	0.49%	42
2016 Q1	$7.59M	Buy	128,192 +40,692	+47%	+$2.38M	0.52%	38
2015 Q4	$5.78M	Buy	87,500 +7,500	+9%	+$488K	0.4%	38
2015 Q3	$4.88M	Sell	80,000 -4,000	-5%	-$262K	0.32%	41
2015 Q2	$5.69M	Sell	84,000 -8,600	-9%	-$561K	0.38%	42
2015 Q1	$5.61M	Buy	92,600 +8,600	+10%	+$509K	0.38%	41
2014 Q4	$5.26M	Sell	84,000 -11,979	-12%	-$721K	0.35%	46
2014 Q3	$5.78M	Sell	95,979 -1,300	-1%	-$76K	0.39%	45
2014 Q2	$5.61M	Hold	97,279	–	–	0.37%	49
2014 Q1	$5.91M	Sell	97,279 -6,000	-6%	-$347K	0.41%	47
2013 Q4	$6.04M	Hold	103,279	–	–	0.43%	45
2013 Q3	$5.34M	Hold	103,279	–	–	0.37%	43
2013 Q2	$5.45M	Buy	+103,279	New	+$5.25M	0.38%	42

Other funds holding JPM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Parametric Risk Advisors's JPM Position: Q3 2016 in Review

Parametric Risk Advisors held its JPMorgan Chase (JPM) position steady in Q3 2016 at 120,692 shares worth $8.04M. The position accounts for 0.54% of the portfolio, ranked #33.

Parametric Risk Advisors first reported a position in JPM in Q2 2013 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Parametric Risk Advisors held 120,692 shares of JPMorgan Chase worth $8.04M as of Q3 2016.
Parametric Risk Advisors left its JPMorgan Chase share count unchanged in Q3 2016.
JPMorgan Chase made up 0.54% of Parametric Risk Advisors's portfolio in Q3 2016, its #33 holding.
Parametric Risk Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 14 quarters since.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Parametric Risk Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.