Portfolio Solutions’s JPMorgan Chase JPM Stock Holding History

Portfolio Solutions’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
2018 Q1	–	Sell	-103	Closed	-$11K	–	216
2017 Q4	$11K	Buy	+103	New	+$10.4K	﹤0.01%	112

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

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

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

Portfolio Solutions's JPM Position: Q1 2018 in Review

Portfolio Solutions sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 103 shares — an estimated $11K sold.

Portfolio Solutions first reported a position in JPM in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

Portfolio Solutions reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
Portfolio Solutions sold 103 JPMorgan Chase shares in Q1 2018, an estimated $11K.
Portfolio Solutions first reported a position in JPMorgan Chase in Q4 2017 and held it in 1 quarter.
Portfolio Solutions's JPMorgan Chase position peaked at $11K in Q4 2017.
2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Portfolio Solutions's 13F filing for Q1 2018, filed 11 Apr 2018.