WFG
JPM icon

Windsor Financial Group’s JPMorgan Chase JPM Stock Holding History

Windsor Financial Group’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 		$233K Hold
2,545
– – 0.11% 66
2017
Q1 		$224K Buy
+2,545
New +$225K 0.1% 69

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

Windsor Financial Group's JPM Position: Q2 2017 in Review

Windsor Financial Group held its JPMorgan Chase (JPM) position steady in Q2 2017 at 2,545 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #66.

Windsor Financial Group first reported a position in JPM in Q1 2017 and has held it in 2 quarters since. 2,198 funds tracked by Wall St. Rank hold JPM as of Q2 2017.

  • Windsor Financial Group held 2,545 shares of JPMorgan Chase worth $233K as of Q2 2017.
  • Windsor Financial Group left its JPMorgan Chase share count unchanged in Q2 2017.
  • JPMorgan Chase made up 0.11% of Windsor Financial Group's portfolio in Q2 2017, its #66 holding.
  • Windsor Financial Group first reported a position in JPMorgan Chase in Q1 2017 and has held it in 2 quarters since.
  • 2,198 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.