Piershale Financial Group’s JPMorgan Chase JPM Stock Holding History

Piershale Financial Group’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 Q1	–	Sell	-63	Closed	-$4K	–	174
2015 Q4	$4K	Buy	+63	New	+$4.1K	﹤0.01%	154
2015 Q1	–	Sell	-265	Closed	-$17K	–	151
2014 Q4	$17K	Buy	265 +115	+77%	+$6.92K	0.01%	78
2014 Q3	$9K	Buy	+150	New	+$8.77K	0.01%	91
2014 Q1	–	Sell	-205	Closed	-$12K	–	159
2013 Q4	$12K	Buy	205 +1	+0.5%	+$55	0.02%	61
2013 Q3	$11K	Buy	204 +1	+0.5%	+$54	0.01%	71
2013 Q2	$11K	Buy	+203	New	+$10.3K	0.02%	52

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Piershale Financial Group's JPM Position: Q1 2016 in Review

Piershale Financial Group sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 63 shares — an estimated $4K sold.

Piershale Financial Group first reported a position in JPM in Q2 2013 and held it in 6 quarters. The position peaked at $17K in Q4 2014. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Piershale Financial Group reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
Piershale Financial Group sold 63 JPMorgan Chase shares in Q1 2016, an estimated $4K.
Piershale Financial Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 6 quarters.
Piershale Financial Group's JPMorgan Chase position peaked at $17K in Q4 2014.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Piershale Financial Group's 13F filing for Q1 2016, filed 15 Apr 2016.