AG
JPM.WS

Advisor Group’s JPMorgan Chase JPM.WS Stock Holding History

Advisor Group’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
2018
Q3 		– Sell
-5,020
Closed -$318K – 5348
2018
Q2 		$318K Hold
5,020
– – ﹤0.01% 1645
2018
Q1 		$349K Hold
5,020
– – ﹤0.01% 1576
2017
Q4 		$333K Sell
5,020
-265
-5% -$15.9K ﹤0.01% 1614
2017
Q3 		$286K Sell
5,285
-320
-6% -$16.3K ﹤0.01% 1576
2017
Q2 		$282K Hold
5,605
– – 0.01% 1522
2017
Q1 		$260K Sell
5,605
-535
-9% -$25K 0.01% 1471
2016
Q4 		$272K Sell
6,140
-2,385
-28% -$82.4K 0.01% 1358
2016
Q3 		$210K Sell
8,525
-650
-7% -$15.2K 0.01% 1487
2016
Q2 		$185K Buy
+9,175
New +$191K ﹤0.01% 1519

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Advisor Group's JPM.WS Position: Q3 2018 in Review

Advisor Group sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 5,020 shares — an estimated $318K sold.

Advisor Group first reported a position in JPM.WS in Q2 2016 and held it in 9 quarters. The position peaked at $349K in Q1 2018. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

  • Advisor Group reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 5,020 JPMorgan Chase shares in Q3 2018, an estimated $318K.
  • Advisor Group first reported a position in JPMorgan Chase in Q2 2016 and held it in 9 quarters.
  • Advisor Group's JPMorgan Chase position peaked at $349K in Q1 2018.
  • 33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.