ACR Alpine Capital Research’s JPMorgan Chase JPM.WS Stock Holding History

ACR Alpine Capital Research’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,000	Closed	-$99K	–	28
2016 Q3	$99K	Hold	4,000	–	–	0.01%	28
2016 Q2	$81K	Hold	4,000	–	–	0.01%	28
2016 Q1	$71K	Hold	4,000	–	–	0.01%	26
2015 Q4	$95K	Hold	4,000	–	–	0.01%	24
2015 Q3	$80K	Hold	4,000	–	–	0.01%	23
2015 Q2	$99K	Hold	4,000	–	–	0.01%	21
2015 Q1	$88K	Hold	4,000	–	–	0.01%	21
2014 Q4	$83K	Sell	4,000 -38,000	-90%	-$742K	0.01%	19
2014 Q3	$845K	Hold	42,000	–	–	0.13%	15
2014 Q2	$812K	Hold	42,000	–	–	0.12%	14
2014 Q1	$848K	Hold	42,000	–	–	0.14%	15
2013 Q4	$814K	Hold	42,000	–	–	0.16%	14
2013 Q3	$704K	Hold	42,000	–	–	0.16%	16
2013 Q2	$655K	Buy	+42,000	New	+$615K	0.15%	18

Other funds holding JPM.WS

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

CIM

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

ACR Alpine Capital Research's JPM.WS Position: Q4 2016 in Review

ACR Alpine Capital Research sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 4,000 shares — an estimated $99K sold.

ACR Alpine Capital Research first reported a position in JPM.WS in Q2 2013 and held it in 14 quarters. The position peaked at $848K in Q1 2014. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

ACR Alpine Capital Research reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
ACR Alpine Capital Research sold 4,000 JPMorgan Chase shares in Q4 2016, an estimated $99K.
ACR Alpine Capital Research first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
ACR Alpine Capital Research's JPMorgan Chase position peaked at $848K in Q1 2014.
61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on ACR Alpine Capital Research's 13F filing for Q4 2016, filed 6 Feb 2017.