Spectrum Advisory Services’s JPMorgan Chase JPM Stock Holding History

Spectrum Advisory Services’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	–	Sell	-3,182	Closed	-$210K	–	154
2015 Q4	$210K	Buy	+3,182	New	+$207K	0.08%	140
2015 Q3	–	Sell	-3,532	Closed	-$239K	–	154
2015 Q2	$239K	Buy	3,532 +176	+5%	+$11.5K	0.09%	145
2015 Q1	$203K	Buy	+3,356	New	+$199K	0.07%	155
2014 Q3	–	Sell	-4,130	Closed	-$238K	–	169
2014 Q2	$238K	Hold	4,130	–	–	0.08%	153
2014 Q1	$251K	Hold	4,130	–	–	0.09%	147
2013 Q4	$242K	Buy	+4,130	New	+$226K	0.09%	149

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

Spectrum Advisory Services's JPM Position: Q1 2016 in Review

Spectrum Advisory Services sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 3,182 shares — an estimated $210K sold.

Spectrum Advisory Services first reported a position in JPM in Q4 2013 and held it in 6 quarters. The position peaked at $251K in Q1 2014. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Spectrum Advisory Services reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
Spectrum Advisory Services sold 3,182 JPMorgan Chase shares in Q1 2016, an estimated $210K.
Spectrum Advisory Services first reported a position in JPMorgan Chase in Q4 2013 and held it in 6 quarters.
Spectrum Advisory Services's JPMorgan Chase position peaked at $251K in Q1 2014.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.