Bruce Berkowitz’s JPMorgan Chase JPM.WS Stock Holding History

Bruce Berkowitz’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
2015 Q3	–	Sell	-706,300	Closed	-$17.5M	–	25
2015 Q2	$17.5M	Sell	706,300 -47,000	-6%	-$1.14M	0.36%	12
2015 Q1	$16.6M	Hold	753,300	–	–	0.31%	12
2014 Q4	$15.7M	Hold	753,300	–	–	0.21%	12
2014 Q3	$15.1M	Hold	753,300	–	–	0.21%	12
2014 Q2	$14.6M	Hold	753,300	–	–	0.15%	24
2014 Q1	$15.2M	Hold	753,300	–	–	0.15%	22
2013 Q4	$14.6M	Hold	753,300	–	–	0.15%	24
2013 Q3	$12.6M	Hold	753,300	–	–	0.15%	12
2013 Q2	$11.8M	Buy	+753,300	New	+$11M	0.15%	13

Other funds holding JPM.WS

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

SCM

Sirios Capital Management Boston, Massachusetts $822M AUM 44.91% 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 $217M AUM 23.58% 1-Year Est. Return

BIA

Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bruce Berkowitz's JPM.WS Position: Q3 2015 in Review

Bruce Berkowitz sold out of JPMorgan Chase (JPM.WS) in Q3 2015, closing a stake of 706,300 shares — an estimated $17.5M sold.

Bruce Berkowitz first reported a position in JPM.WS in Q2 2013 and held it in 9 quarters. The position peaked at $17.5M in Q2 2015. 57 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2015.

Bruce Berkowitz reported no remaining JPMorgan Chase position as of Q3 2015 after selling out during the quarter.
Bruce Berkowitz sold 706,300 JPMorgan Chase shares in Q3 2015, an estimated $17.5M.
Bruce Berkowitz first reported a position in JPMorgan Chase in Q2 2013 and held it in 9 quarters.
Bruce Berkowitz's JPMorgan Chase position peaked at $17.5M in Q2 2015.
57 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Fairholme Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.