AR
JPM.WS

Advisory Research’s JPMorgan Chase JPM.WS Stock Holding History

Advisory 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
2014
Q2 		– Sell
-3,000
Closed -$61K – 738
2014
Q1 		$61K Buy
+3,000
New +$56.4K ﹤0.01% 757

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Advisory Research's JPM.WS Position: Q2 2014 in Review

Advisory Research sold out of JPMorgan Chase (JPM.WS) in Q2 2014, closing a stake of 3,000 shares — an estimated $61K sold.

Advisory Research first reported a position in JPM.WS in Q1 2014 and held it in 1 quarter. The position peaked at $61K in Q1 2014. 58 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2014.

  • Advisory Research reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 3,000 JPMorgan Chase shares in Q2 2014, an estimated $61K.
  • Advisory Research first reported a position in JPMorgan Chase in Q1 2014 and held it in 1 quarter.
  • Advisory Research's JPMorgan Chase position peaked at $61K in Q1 2014.
  • 58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.