BA
JPM.WS

BlackRock Advisors’s JPMorgan Chase JPM.WS Stock Holding History

BlackRock Advisors’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
-5,768
Closed -$142K – 3761
2016
Q3 		$142K Sell
5,768
-5,196
-47% -$122K ﹤0.01% 2862
2016
Q2 		$222K Sell
10,964
-6,193
-36% -$129K ﹤0.01% 2548
2016
Q1 		$304K Buy
+17,157
New +$306K ﹤0.01% 2332

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

BlackRock Advisors's JPM.WS Position: Q4 2016 in Review

BlackRock Advisors sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 5,768 shares — an estimated $142K sold.

BlackRock Advisors first reported a position in JPM.WS in Q1 2016 and held it in 3 quarters. The position peaked at $304K in Q1 2016. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • BlackRock Advisors reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • BlackRock Advisors sold 5,768 JPMorgan Chase shares in Q4 2016, an estimated $142K.
  • BlackRock Advisors first reported a position in JPMorgan Chase in Q1 2016 and held it in 3 quarters.
  • BlackRock Advisors's JPMorgan Chase position peaked at $304K in Q1 2016.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.