SMA
JPM icon

Simply Money Advisors’s JPMorgan Chase JPM Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-142
Closed -$7K – 120
2013
Q3 		$7K Sell
142
-2,937
-95% -$158K ﹤0.01% 78
2013
Q2 		$163K Buy
+3,079
New +$157K 0.03% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simply Money Advisors's JPM Position: Q4 2013 in Review

Simply Money Advisors sold out of JPMorgan Chase (JPM) in Q4 2013, closing a stake of 142 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in JPM in Q2 2013 and held it in 2 quarters. The position peaked at $163K in Q2 2013. 1,730 funds tracked by Wall St. Rank hold JPM as of Q4 2013.

  • Simply Money Advisors reported no remaining JPMorgan Chase position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 142 JPMorgan Chase shares in Q4 2013, an estimated $7K.
  • Simply Money Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's JPMorgan Chase position peaked at $163K in Q2 2013.
  • 1,730 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.