Smith Hayes Advisers’s JPMorgan Chase JPM Stock Holding History

Smith Hayes Advisers’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	$4.95M	Buy	83,620 +3,732	+5%	+$218K	1.01%	22
2015 Q4	$5.28M	Sell	79,888 -4,209	-5%	-$274K	1.11%	17
2015 Q3	$5.13M	Buy	84,097 +3,704	+5%	+$243K	1.11%	15
2015 Q2	$5.45M	Buy	80,393 +1,483	+2%	+$96.8K	1.08%	14
2015 Q1	$4.78M	Buy	78,910 +993	+1%	+$58.8K	0.95%	24
2014 Q4	$4.88M	Sell	77,917 -3,004	-4%	-$181K	1.02%	19
2014 Q3	$4.88M	Buy	80,921 +385	+0.5%	+$22.5K	1.14%	17
2014 Q2	$4.64M	Buy	80,536 +305	+0.4%	+$17.1K	1.09%	17
2014 Q1	$4.87M	Buy	80,231 +1,637	+2%	+$94.6K	1.21%	15
2013 Q4	$4.6M	Buy	78,594 +9,273	+13%	+$508K	1.51%	10
2013 Q3	$3.58M	Buy	69,321 +19,182	+38%	+$1.03M	1.37%	14
2013 Q2	$2.65M	Buy	+50,139	New	+$2.55M	1.1%	20

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

Smith Hayes Advisers's JPM Position: Q1 2016 in Review

Smith Hayes Advisers increased its JPMorgan Chase (JPM) stake by 4.7% in Q1 2016, buying an estimated $218K and bringing the position to 83,620 shares worth $4.95M. The position accounts for 1.01% of the portfolio, ranked #22.

Smith Hayes Advisers first reported a position in JPM in Q2 2013 and has held it in 12 quarters since. The position peaked at $5.45M in Q2 2015. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Smith Hayes Advisers held 83,620 shares of JPMorgan Chase worth $4.95M as of Q1 2016.
Smith Hayes Advisers bought 3,732 JPMorgan Chase shares in Q1 2016, an estimated $218K.
JPMorgan Chase made up 1.01% of Smith Hayes Advisers's portfolio in Q1 2016, its #22 holding.
Smith Hayes Advisers first reported a position in JPMorgan Chase in Q2 2013 and has held it in 12 quarters since.
Smith Hayes Advisers's JPMorgan Chase position peaked at $5.45M in Q2 2015.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.