CC
JPM.WS

Cannell & Co’s JPMorgan Chase JPM.WS Stock Holding History

Cannell & Co’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
-36,125
Closed -$1.82M – 250
2017
Q2 		$1.82M Hold
36,125
– – 0.06% 137
2017
Q1 		$1.67M Hold
36,125
– – 0.06% 149
2016
Q4 		$1.6M Sell
36,125
-22,375
-38% -$773K 0.06% 147
2016
Q3 		$1.44M Buy
58,500
+2,500
+4% +$58.6K 0.05% 154
2016
Q2 		$1.13M Buy
56,000
+24,000
+75% +$499K 0.04% 160
2016
Q1 		$566K Buy
32,000
+4,700
+17% +$83.9K 0.02% 199
2015
Q4 		$647K Buy
+27,300
New +$633K 0.02% 196

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

Cannell & Co's JPM.WS Position: Q3 2017 in Review

Cannell & Co sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 36,125 shares — an estimated $1.82M sold.

Cannell & Co first reported a position in JPM.WS in Q4 2015 and held it in 7 quarters. The position peaked at $1.82M in Q2 2017. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • Cannell & Co reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Cannell & Co sold 36,125 JPMorgan Chase shares in Q3 2017, an estimated $1.82M.
  • Cannell & Co first reported a position in JPMorgan Chase in Q4 2015 and held it in 7 quarters.
  • Cannell & Co's JPMorgan Chase position peaked at $1.82M in Q2 2017.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Cannell & Co's 13F filing for Q3 2017, filed 8 Nov 2017.