XML Securities’s JPMorgan Chase JPM Stock Holding History

XML Securities’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
2018 Q1	$267K	Hold	2,422	–	–	0.33%	53
2017 Q4	$259K	Buy	+2,422	New	+$245K	0.33%	56

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

XML Securities's JPM Position: Q1 2018 in Review

XML Securities held its JPMorgan Chase (JPM) position steady in Q1 2018 at 2,422 shares worth $267K. The position accounts for 0.33% of the portfolio, ranked #53.

XML Securities first reported a position in JPM in Q4 2017 and has held it in 2 quarters since. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

XML Securities held 2,422 shares of JPMorgan Chase worth $267K as of Q1 2018.
XML Securities left its JPMorgan Chase share count unchanged in Q1 2018.
JPMorgan Chase made up 0.33% of XML Securities's portfolio in Q1 2018, its #53 holding.
XML Securities first reported a position in JPMorgan Chase in Q4 2017 and has held it in 2 quarters since.
2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.