Chilton Investment Company’s JPMorgan Chase JPM.WS Stock Holding History

Chilton Investment Company’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
2016 Q4	–	Sell	-50,300	Closed	-$1.24M	–	145
2016 Q3	$1.24M	Sell	50,300 -44,700	-47%	-$1.05M	0.05%	84
2016 Q2	$1.92M	Hold	95,000	–	–	0.07%	74
2016 Q1	$1.68M	Hold	95,000	–	–	0.06%	77
2015 Q4	$2.25M	Hold	95,000	–	–	0.08%	64
2015 Q3	$1.89M	Buy	+95,000	New	+$2.26M	0.07%	96
2015 Q2	–	Sell	-95,000	Closed	-$2.09M	–	162
2015 Q1	$2.09M	Buy	+95,000	New	+$1.83M	0.07%	92

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

OFG

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

VOAM

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

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

CIM

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Chilton Investment Company's JPM.WS Position: Q4 2016 in Review

Chilton Investment Company sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 50,300 shares — an estimated $1.24M sold.

Chilton Investment Company first reported a position in JPM.WS in Q1 2015 and held it in 6 quarters. The position peaked at $2.25M in Q4 2015. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

Chilton Investment Company reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
Chilton Investment Company sold 50,300 JPMorgan Chase shares in Q4 2016, an estimated $1.24M.
Chilton Investment Company first reported a position in JPMorgan Chase in Q1 2015 and held it in 6 quarters.
Chilton Investment Company's JPMorgan Chase position peaked at $2.25M in Q4 2015.
61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Chilton Investment Company's 13F filing for Q4 2016, filed 15 Feb 2017.