Retirement Design & Management’s JPMorgan Chase JPM Stock Holding History

Retirement Design & 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
2016 Q3	–	Sell	-15,480	Closed	-$962K	–	32
2016 Q2	$962K	Buy	15,480 +3,277	+27%	+$205K	0.6%	35
2016 Q1	$723K	Sell	12,203 -169	-1%	-$9.87K	0.52%	42
2015 Q4	$817K	Buy	12,372 +1,644	+15%	+$107K	0.46%	46
2015 Q3	$654K	Buy	10,728 +600	+6%	+$39.3K	0.68%	39
2015 Q2	$686K	Buy	10,128 +2,752	+37%	+$180K	0.59%	40
2015 Q1	$447K	Sell	7,376 -42,168	-85%	-$2.5M	0.39%	49
2014 Q4	$3.1M	Buy	+49,544	New	+$2.98M	2.35%	10

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

Retirement Design & Management's JPM Position: Q3 2016 in Review

Retirement Design & Management sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 15,480 shares — an estimated $962K sold.

Retirement Design & Management first reported a position in JPM in Q4 2014 and held it in 7 quarters. The position peaked at $3.1M in Q4 2014. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Retirement Design & Management reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
Retirement Design & Management sold 15,480 JPMorgan Chase shares in Q3 2016, an estimated $962K.
Retirement Design & Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 7 quarters.
Retirement Design & Management's JPMorgan Chase position peaked at $3.1M in Q4 2014.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.