Vector Wealth Management’s JPMorgan Chase JPM Stock Holding History

Vector Wealth Management’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 Q4	$336K	Sell	3,883 -332	-8%	-$25.3K	0.24%	57
2016 Q3	$280K	Sell	4,215 -148	-3%	-$9.65K	0.19%	66
2016 Q2	$271K	Buy	4,363 +97	+2%	+$6.06K	0.18%	68
2016 Q1	$253K	Hold	4,266	–	–	0.19%	66
2015 Q4	$282K	Sell	4,266 -1	-0%	-$65	0.22%	63
2015 Q3	$285K	Hold	4,267	–	–	0.22%	59
2015 Q2	$290K	Buy	4,267 +103	+2%	+$6.72K	0.23%	53
2015 Q1	$252K	Buy	4,164 +305	+8%	+$18.1K	0.2%	62
2014 Q4	$242K	Buy	3,859 +128	+3%	+$7.7K	0.18%	61
2014 Q3	$225K	Buy	+3,731	New	+$218K	0.17%	52
2014 Q2	–	Sell	-3,322	Closed	-$202K	–	54
2014 Q1	$202K	Buy	+3,322	New	+$192K	0.15%	52

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vector Wealth Management's JPM Position: Q4 2016 in Review

Vector Wealth Management reduced its JPMorgan Chase (JPM) stake by 7.9% in Q4 2016, selling an estimated $25.3K and leaving 3,883 shares worth $336K. The position accounts for 0.24% of the portfolio, ranked #57.

Vector Wealth Management first reported a position in JPM in Q1 2014 and has held it in 11 quarters since. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Vector Wealth Management held 3,883 shares of JPMorgan Chase worth $336K as of Q4 2016.
Vector Wealth Management sold 332 JPMorgan Chase shares in Q4 2016, an estimated $25.3K.
JPMorgan Chase made up 0.24% of Vector Wealth Management's portfolio in Q4 2016, its #57 holding.
Vector Wealth Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 11 quarters since.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.