RPG
JPM.PRB.CL

Risk Paradigm Group’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Risk Paradigm Group’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-575
Closed -$15.1K – 500
2015
Q2 		$15.1K Hold
575
– – 0.01% 178
2015
Q1 		$15.5K Buy
+575
New +$15.3K 0.02% 184

Other funds holding JPM.PRB.CL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Risk Paradigm Group's JPM.PRB.CL Position: Q3 2015 in Review

Risk Paradigm Group sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q3 2015, closing a stake of 575 shares — an estimated $15.1K sold.

Risk Paradigm Group first reported a position in JPM.PRB.CL in Q1 2015 and held it in 2 quarters. The position peaked at $15.5K in Q1 2015. 12 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q3 2015.

  • Risk Paradigm Group reported no remaining JPMorgan Chase & Co. position as of Q3 2015 after selling out during the quarter.
  • Risk Paradigm Group sold 575 JPMorgan Chase & Co. shares in Q3 2015, an estimated $15.1K.
  • Risk Paradigm Group first reported a position in JPMorgan Chase & Co. in Q1 2015 and held it in 2 quarters.
  • Risk Paradigm Group's JPMorgan Chase & Co. position peaked at $15.5K in Q1 2015.
  • 12 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2015.

Based on Risk Paradigm Group's 13F filing for Q3 2015, filed 6 Nov 2015.