BWA
JPM.WS

Brave Warrior Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Brave Warrior 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
2017
Q3 		– Sell
-1,083,231
Closed -$54.5M – 17
2017
Q2 		$54.5M Sell
1,083,231
-202,489
-16% -$9.13M 2.41% 13
2017
Q1 		$59.5M Sell
1,285,720
-354,374
-22% -$16.5M 2.84% 11
2016
Q4 		$72.6M Sell
1,640,094
-2,749,730
-63% -$95M 3.46% 11
2016
Q3 		$108M Sell
4,389,824
-178,039
-4% -$4.18M 5.23% 10
2016
Q2 		$92.5M Sell
4,567,863
-75,385
-2% -$1.57M 5.17% 8
2016
Q1 		$82.2M Sell
4,643,248
-11,847
-0.3% -$212K 4.01% 10
2015
Q4 		$110M Buy
4,655,095
+7,600
+0.2% +$176K 4.38% 8
2015
Q3 		$92.5M Buy
4,647,495
+783,392
+20% +$18.6M 2.94% 10
2015
Q2 		$95.6M Buy
3,864,103
+1,179,096
+44% +$28.7M 2.76% 11
2015
Q1 		$59.1M Buy
+2,685,007
New +$51.8M 1.8% 11

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
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
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Brave Warrior Advisors's JPM.WS Position: Q3 2017 in Review

Brave Warrior Advisors sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 1,083,231 shares — an estimated $54.5M sold.

Brave Warrior Advisors first reported a position in JPM.WS in Q1 2015 and held it in 10 quarters. The position peaked at $110M in Q4 2015. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • Brave Warrior Advisors reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Brave Warrior Advisors sold 1,083,231 JPMorgan Chase shares in Q3 2017, an estimated $54.5M.
  • Brave Warrior Advisors first reported a position in JPMorgan Chase in Q1 2015 and held it in 10 quarters.
  • Brave Warrior Advisors's JPMorgan Chase position peaked at $110M in Q4 2015.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Brave Warrior Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.