Cambridge Investment Research Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Cambridge Investment Research 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
2018 Q3	–	Sell	-5,000	Closed	-$317K	–	2347
2018 Q2	$317K	Hold	5,000	–	–	﹤0.01%	1695
2018 Q1	$348K	Hold	5,000	–	–	﹤0.01%	1567
2017 Q4	$332K	Hold	5,000	–	–	﹤0.01%	1583
2017 Q3	$270K	Sell	5,000 -200	-4%	-$10.2K	﹤0.01%	1620
2017 Q2	$262K	Buy	+5,200	New	+$234K	﹤0.01%	1593

Other funds holding JPM.WS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Cambridge Investment Research Advisors's JPM.WS Position: Q3 2018 in Review

Cambridge Investment Research Advisors sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 5,000 shares — an estimated $317K sold.

Cambridge Investment Research Advisors first reported a position in JPM.WS in Q2 2017 and held it in 5 quarters. The position peaked at $348K in Q1 2018. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Cambridge Investment Research Advisors reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,000 JPMorgan Chase shares in Q3 2018, an estimated $317K.
Cambridge Investment Research Advisors first reported a position in JPMorgan Chase in Q2 2017 and held it in 5 quarters.
Cambridge Investment Research Advisors's JPMorgan Chase position peaked at $348K in Q1 2018.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.