Parasol Investment Management’s JPMorgan Chase JPM Stock Holding History

Parasol Investment 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
2017 Q1	–	Sell	-375	Closed	-$32K	–	118
2016 Q4	$32K	Buy	+375	New	+$28.6K	0.03%	118
2016 Q2	–	Sell	-80	Closed	-$5K	–	148
2016 Q1	$5K	Hold	80	–	–	﹤0.01%	142
2015 Q4	$5K	Sell	80 -166	-67%	-$10.8K	﹤0.01%	143
2015 Q3	$15K	Hold	246	–	–	0.01%	129
2015 Q2	$17K	Sell	246 -281	-53%	-$18.3K	0.01%	166
2015 Q1	$32K	Hold	527	–	–	0.02%	131
2014 Q4	$33K	Hold	527	–	–	0.02%	146
2014 Q3	$32K	Hold	527	–	–	0.02%	136
2014 Q2	$30K	Buy	527 +281	+114%	+$15.8K	0.02%	141
2014 Q1	$15K	Hold	246	–	–	0.01%	162
2013 Q4	$14K	Buy	+246	New	+$13.5K	0.01%	167

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Parasol Investment Management's JPM Position: Q1 2017 in Review

Parasol Investment Management sold out of JPMorgan Chase (JPM) in Q1 2017, closing a stake of 375 shares — an estimated $32K sold.

Parasol Investment Management first reported a position in JPM in Q4 2013 and held it in 11 quarters. The position peaked at $33K in Q4 2014. 2,149 funds tracked by Wall St. Rank hold JPM as of Q1 2017.

Parasol Investment Management reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 375 JPMorgan Chase shares in Q1 2017, an estimated $32K.
Parasol Investment Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 11 quarters.
Parasol Investment Management's JPMorgan Chase position peaked at $33K in Q4 2014.
2,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.