BCM
JPM.WS

Basswood Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Basswood Capital 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
2014
Q1 		– Sell
-167,632
Closed -$3.25M – 180
2013
Q4 		$3.25M Sell
167,632
-680,717
-80% -$11.9M 0.18% 111
2013
Q3 		$14.2M Buy
848,349
+403,849
+91% +$6.79M 0.79% 46
2013
Q2 		$6.93M Buy
+444,500
New +$6.51M 0.45% 66

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 $59.9B AUM 27.01% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
BRC
Blue Ridge Capital New York $215M AUM

Basswood Capital Management's JPM.WS Position: Q1 2014 in Review

Basswood Capital Management sold out of JPMorgan Chase (JPM.WS) in Q1 2014, closing a stake of 167,632 shares — an estimated $3.25M sold.

Basswood Capital Management first reported a position in JPM.WS in Q2 2013 and held it in 3 quarters. The position peaked at $14.2M in Q3 2013. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2014.

  • Basswood Capital Management reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Basswood Capital Management sold 167,632 JPMorgan Chase shares in Q1 2014, an estimated $3.25M.
  • Basswood Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 3 quarters.
  • Basswood Capital Management's JPMorgan Chase position peaked at $14.2M in Q3 2013.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Basswood Capital Management's 13F filing for Q1 2014, filed 15 May 2014.