AMI Investment Management’s JPMorgan Chase JPM.WS Stock Holding History

AMI Investment Management’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
2017 Q1	–	Sell	-90,620	Closed	-$4.01M	–	46
2016 Q4	$4.01M	Sell	90,620 -825	-0.9%	-$28.5K	2.66%	13
2016 Q3	$2.25M	Hold	91,445	–	–	1.59%	26
2016 Q2	$1.85M	Hold	91,445	–	–	1.37%	26
2016 Q1	$1.62M	Hold	91,445	–	–	1.26%	28
2015 Q4	$2.17M	Hold	91,445	–	–	1.71%	24
2015 Q3	$1.82M	Hold	91,445	–	–	1.59%	27
2015 Q2	$2.26M	Sell	91,445 -375	-0.4%	-$9.12K	1.87%	22
2015 Q1	$2.02M	Buy	91,820 +450	+0.5%	+$8.68K	1.61%	25
2014 Q4	$1.9M	Sell	91,370 -80	-0.1%	-$1.56K	1.55%	23
2014 Q3	$1.84M	Buy	+91,450	New	+$1.77M	1.57%	22
2014 Q2	–	Sell	-91,225	Closed	-$1.84M	–	38
2014 Q1	$1.84M	Hold	91,225	–	–	1.57%	21
2013 Q4	$1.77M	Buy	+91,225	New	+$1.59M	1.54%	23
2013 Q3	–	Sell	-91,825	Closed	-$1.43M	–	38
2013 Q2	$1.43M	Buy	+91,825	New	+$1.35M	1.31%	24

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

VIA

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

BWA

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

CAM

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

RCG

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

VOAM

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

CIM

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

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMI Investment Management's JPM.WS Position: Q1 2017 in Review

AMI Investment Management sold out of JPMorgan Chase (JPM.WS) in Q1 2017, closing a stake of 90,620 shares — an estimated $4.01M sold.

AMI Investment Management first reported a position in JPM.WS in Q2 2013 and held it in 13 quarters. The position peaked at $4.01M in Q4 2016. 59 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2017.

AMI Investment Management reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
AMI Investment Management sold 90,620 JPMorgan Chase shares in Q1 2017, an estimated $4.01M.
AMI Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
AMI Investment Management's JPMorgan Chase position peaked at $4.01M in Q4 2016.
59 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on AMI Investment Management's 13F filing for Q1 2017, filed 25 Apr 2017.