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WFG Advisors’s JPMorgan Chase JPM Stock Holding History

WFG Advisors’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
2017
Q2 		$1.42M Buy
15,519
+5,507
+55% +$475K 0.32% 87
2017
Q1 		$879K Sell
10,012
-254
-2% -$22.4K 0.23% 101
2016
Q4 		$886K Sell
10,266
-10,624
-51% -$810K 0.22% 110
2016
Q3 		$1.39M Buy
20,890
+4,036
+24% +$263K 0.35% 77
2016
Q2 		$1.05M Buy
16,854
+648
+4% +$40.5K 0.28% 92
2016
Q1 		$960K Buy
16,206
+1,637
+11% +$95.6K 0.28% 88
2015
Q4 		$962K Buy
14,569
+449
+3% +$29.2K 0.29% 82
2015
Q3 		$861K Buy
14,120
+330
+2% +$21.6K 0.27% 86
2015
Q2 		$934K Buy
13,790
+1,356
+11% +$88.5K 0.26% 85
2015
Q1 		$753K Sell
12,434
-6,122
-33% -$363K 0.21% 111
2014
Q4 		$1.16M Sell
18,556
-1,452
-7% -$87.4K 0.23% 97
2014
Q3 		$1.21M Sell
20,008
-263
-1% -$15.4K 0.23% 99
2014
Q2 		$1.17M Sell
20,271
-669
-3% -$37.6K 0.22% 107
2014
Q1 		$1.27M Sell
20,940
-17,706
-46% -$1.02M 0.26% 86
2013
Q4 		$2.26M Sell
38,646
-709
-2% -$38.8K 0.32% 61
2013
Q3 		$2.03M Sell
39,355
-1,892
-5% -$101K 0.31% 69
2013
Q2 		$2.18M Buy
+41,247
New +$2.1M 0.36% 61

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WFG Advisors's JPM Position: Q2 2017 in Review

WFG Advisors increased its JPMorgan Chase (JPM) stake by 55% in Q2 2017, buying an estimated $475K and bringing the position to 15,519 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #87.

WFG Advisors first reported a position in JPM in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.26M in Q4 2013. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • WFG Advisors held 15,519 shares of JPMorgan Chase worth $1.42M as of Q2 2017.
  • WFG Advisors bought 5,507 JPMorgan Chase shares in Q2 2017, an estimated $475K.
  • JPMorgan Chase made up 0.32% of WFG Advisors's portfolio in Q2 2017, its #87 holding.
  • WFG Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's JPMorgan Chase position peaked at $2.26M in Q4 2013.
  • 2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.