Zweig Advisers’s JPMorgan Chase JPM Stock Holding History

Zweig Advisers’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 Q3	–	Sell	-161,000	Closed	-$10.3M	–	40
2016 Q2	$10.3M	Sell	161,000 -13,000	-7%	-$812K	1.76%	13
2016 Q1	$10.3M	Hold	174,000	–	–	1.72%	35
2015 Q4	$11.5M	Hold	174,000	–	–	1.91%	16
2015 Q3	$10.6M	Sell	174,000 -27,000	-13%	-$1.77M	1.84%	21
2015 Q2	$13.6M	Sell	201,000 -25,000	-11%	-$1.63M	2.07%	5
2015 Q1	$13.7M	Hold	226,000	–	–	1.96%	13
2014 Q4	$14.1M	Hold	226,000	–	–	1.94%	11
2014 Q3	$13.6M	Hold	226,000	–	–	1.97%	6
2014 Q2	$13M	Buy	226,000 +1,000	+0.4%	+$56.2K	1.82%	11
2014 Q1	$13.7M	Sell	225,000 -30,000	-12%	-$1.73M	1.94%	7
2013 Q4	$14.9M	Hold	255,000	–	–	2.05%	6
2013 Q3	$13.2M	Sell	255,000 -23,000	-8%	-$1.23M	1.96%	6
2013 Q2	$14.7M	Buy	+278,000	New	+$14.1M	2.26%	2

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Zweig Advisers's JPM Position: Q3 2016 in Review

Zweig Advisers sold out of JPMorgan Chase (JPM) in Q3 2016, closing a stake of 161,000 shares — an estimated $10.3M sold.

Zweig Advisers first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $14.9M in Q4 2013. 1,923 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Zweig Advisers reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
Zweig Advisers sold 161,000 JPMorgan Chase shares in Q3 2016, an estimated $10.3M.
Zweig Advisers first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
Zweig Advisers's JPMorgan Chase position peaked at $14.9M in Q4 2013.
1,923 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Zweig Advisers's 13F filing for Q3 2016.