ParenteBeard Wealth Management’s JPMorgan Chase JPM Stock Holding History

ParenteBeard Wealth 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
2014 Q4	$5.59K	Sell	350 -7,335	-95%	-$441K	0.07%	75
2014 Q3	$463K	Buy	7,685 +2,015	+36%	+$118K	0.19%	66
2014 Q2	$327K	Buy	5,670 +38	+0.7%	+$2.14K	0.14%	79
2014 Q1	$342K	Sell	5,632 -838	-13%	-$48.4K	0.17%	70
2013 Q4	$378K	Buy	6,470 +771	+14%	+$42.2K	0.15%	86
2013 Q3	$295K	Sell	5,699 -3,073	-35%	-$165K	0.14%	77
2013 Q2	$463K	Buy	+8,772	New	+$446K	0.21%	61

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ParenteBeard Wealth Management's JPM Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its JPMorgan Chase (JPM) stake by 95% in Q4 2014, selling an estimated $441K and leaving 350 shares worth $5.59K. The position accounts for 0.07% of the portfolio, ranked #75.

ParenteBeard Wealth Management first reported a position in JPM in Q2 2013 and has held it in 7 quarters since. The position peaked at $463K in Q3 2014. 1,814 funds tracked by Wall St. Rank hold JPM as of Q4 2014.

ParenteBeard Wealth Management held 350 shares of JPMorgan Chase worth $5.59K as of Q4 2014.
ParenteBeard Wealth Management sold 7,335 JPMorgan Chase shares in Q4 2014, an estimated $441K.
JPMorgan Chase made up 0.07% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #75 holding.
ParenteBeard Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 7 quarters since.
ParenteBeard Wealth Management's JPMorgan Chase position peaked at $463K in Q3 2014.
1,814 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.