BMO
JPM.WS

Beck Mack & Oliver’s JPMorgan Chase JPM.WS Stock Holding History

Beck Mack & Oliver’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
-41,000
Closed -$1.01M – 235
2016
Q3 		$1.01M Sell
41,000
-104,400
-72% -$2.45M 0.04% 118
2016
Q2 		$2.94M Sell
145,400
-47,000
-24% -$977K 0.1% 85
2016
Q1 		$3.41M Buy
192,400
+28,500
+17% +$509K 0.12% 78
2015
Q4 		$3.88M Sell
163,900
-6,000
-4% -$139K 0.13% 75
2015
Q3 		$3.38M Buy
169,900
+31,000
+22% +$736K 0.1% 84
2015
Q2 		$3.44M Buy
138,900
+47,300
+52% +$1.15M 0.09% 88
2015
Q1 		$2.02M Sell
91,600
-500
-0.5% -$9.64K 0.05% 124
2014
Q4 		$1.92M Hold
92,100
– – 0.05% 126
2014
Q3 		$1.85M Hold
92,100
– – 0.04% 132
2014
Q2 		$1.78M Hold
92,100
– – 0.04% 138
2014
Q1 		$1.86M Sell
92,100
-500
-0.5% -$9.41K 0.04% 127
2013
Q4 		$1.79M Sell
92,600
-1,000
-1% -$17.5K 0.04% 134
2013
Q3 		$1.57M Hold
93,600
– – 0.04% 139
2013
Q2 		$1.46M Buy
+93,600
New +$1.37M 0.04% 137

Other funds holding JPM.WS

Capital World Investors
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

Beck Mack & Oliver's JPM.WS Position: Q4 2016 in Review

Beck Mack & Oliver sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 41,000 shares — an estimated $1.01M sold.

Beck Mack & Oliver first reported a position in JPM.WS in Q2 2013 and held it in 14 quarters. The position peaked at $3.88M in Q4 2015. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Beck Mack & Oliver reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Beck Mack & Oliver sold 41,000 JPMorgan Chase shares in Q4 2016, an estimated $1.01M.
  • Beck Mack & Oliver first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
  • Beck Mack & Oliver's JPMorgan Chase position peaked at $3.88M in Q4 2015.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Beck Mack & Oliver's 13F filing for Q4 2016, filed 31 Jan 2017.