Brown Advisory’s JPMorgan Chase JPM.WS Stock Holding History

Brown Advisory’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	-5,000	Closed	-$251K	–	1262
2017 Q2	$251K	Hold	5,000	–	–	﹤0.01%	1072
2017 Q1	$232K	Hold	5,000	–	–	﹤0.01%	1061
2016 Q4	$221K	Sell	5,000 -6,000	-55%	-$207K	﹤0.01%	1046
2016 Q3	$271K	Hold	11,000	–	–	﹤0.01%	911
2016 Q2	$223K	Buy	+11,000	New	+$229K	﹤0.01%	950
2014 Q2	–	Sell	-10,500	Closed	-$212K	–	1031
2014 Q1	$212K	Buy	10,500 +500	+5%	+$9.41K	﹤0.01%	855
2013 Q4	$194K	Hold	10,000	–	–	﹤0.01%	832
2013 Q3	$168K	Hold	10,000	–	–	﹤0.01%	793
2013 Q2	$156K	Buy	+10,000	New	+$147K	﹤0.01%	770

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

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

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

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

Brown Advisory's JPM.WS Position: Q3 2017 in Review

Brown Advisory sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 5,000 shares — an estimated $251K sold.

Brown Advisory first reported a position in JPM.WS in Q2 2013 and held it in 9 quarters. The position peaked at $271K in Q3 2016. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

Brown Advisory reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
Brown Advisory sold 5,000 JPMorgan Chase shares in Q3 2017, an estimated $251K.
Brown Advisory first reported a position in JPMorgan Chase in Q2 2013 and held it in 9 quarters.
Brown Advisory's JPMorgan Chase position peaked at $271K in Q3 2016.
55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Brown Advisory's 13F filing for Q3 2017, filed 13 Nov 2017.