Spero-Smith Investment Advisers’s JPMorgan Chase JPM Stock Holding History

Spero-Smith Investment 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 Q3	$341K	Buy	+5,117	New	+$334K	0.46%	41

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

Spero-Smith Investment Advisers's JPM Position: Q3 2016 in Review

Spero-Smith Investment Advisers opened a new position in JPMorgan Chase (JPM) in Q3 2016: 5,117 shares worth $341K. The stake represents 0.46% of the portfolio and ranks #41 among its holdings.

1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Spero-Smith Investment Advisers held 5,117 shares of JPMorgan Chase worth $341K as of Q3 2016.
JPMorgan Chase was a new Spero-Smith Investment Advisers position in Q3 2016.
JPMorgan Chase made up 0.46% of Spero-Smith Investment Advisers's portfolio in Q3 2016, its #41 holding.
1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Spero-Smith Investment Advisers's 13F filing for Q3 2016, filed 31 Oct 2016.