Wright Private Asset Management’s JPMorgan Chase JPM Stock Holding History

Wright Private Asset 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
2013 Q2	$601K	Buy	+11,382	New	+$579K	5.5%	3

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wright Private Asset Management's JPM Position: Q2 2013 in Review

Wright Private Asset Management opened a new position in JPMorgan Chase (JPM) in Q2 2013: 11,382 shares worth $601K. The stake represents 5.5% of the portfolio and ranks #3 among its holdings.

1,598 funds tracked by Wall St. Rank hold JPM as of Q2 2013.

Wright Private Asset Management held 11,382 shares of JPMorgan Chase worth $601K as of Q2 2013.
JPMorgan Chase was a new Wright Private Asset Management position in Q2 2013.
JPMorgan Chase made up 5.5% of Wright Private Asset Management's portfolio in Q2 2013, its #3 holding.
1,598 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2013.

Based on Wright Private Asset Management's 13F filing for Q2 2013, filed 31 Jul 2013.