VSR Financial Services’s JPMorgan Chase JPM Stock Holding History

VSR Financial 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 Q2	$1.69M	Sell	27,252 -28,958	-52%	-$1.81M	0.28%	105
2016 Q1	$3.33M	Buy	56,210 +1,477	+3%	+$86.3K	0.35%	75
2015 Q4	$3.61M	Sell	54,733 -336	-0.6%	-$21.9K	0.39%	65
2015 Q3	$3.36M	Sell	55,069 -1,894	-3%	-$124K	0.38%	66
2015 Q2	$3.86M	Buy	56,963 +9,761	+21%	+$637K	0.41%	59
2015 Q1	$2.86M	Buy	47,202 +14,183	+43%	+$840K	0.31%	79
2014 Q4	$2.07M	Sell	33,019 -1,682	-5%	-$101K	0.23%	111
2014 Q3	$2.09M	Sell	34,701 -7,980	-19%	-$466K	0.25%	91
2014 Q2	$2.46M	Buy	42,681 +5,488	+15%	+$309K	0.31%	77
2014 Q1	$2.26M	Sell	37,193 -11,954	-24%	-$691K	0.32%	81
2013 Q4	$2.87M	Buy	49,147 +1,309	+3%	+$71.7K	0.44%	53
2013 Q3	$2.47M	Buy	47,838 +647	+1%	+$34.7K	0.43%	55
2013 Q2	$2.49M	Buy	+47,191	New	+$2.4M	0.49%	50

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

VSR Financial Services's JPM Position: Q2 2016 in Review

VSR Financial Services reduced its JPMorgan Chase (JPM) stake by 52% in Q2 2016, selling an estimated $1.81M and leaving 27,252 shares worth $1.69M. The position accounts for 0.28% of the portfolio, ranked #105.

VSR Financial Services first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.86M in Q2 2015. 1,909 funds tracked by Wall St. Rank hold JPM as of Q2 2016.

VSR Financial Services held 27,252 shares of JPMorgan Chase worth $1.69M as of Q2 2016.
VSR Financial Services sold 28,958 JPMorgan Chase shares in Q2 2016, an estimated $1.81M.
JPMorgan Chase made up 0.28% of VSR Financial Services's portfolio in Q2 2016, its #105 holding.
VSR Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
VSR Financial Services's JPMorgan Chase position peaked at $3.86M in Q2 2015.
1,909 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.