CI Investments Inc
JPM.WS

CI Investments Inc’s JPMorgan Chase JPM.WS Stock Holding History

CI Investments Inc’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
-5,501,398
Closed -$135M – 231
2016
Q3 		$135M Buy
+5,501,398
New +$129M 1.48% 13
2016
Q2 		– Sell
-6,892,198
Closed -$122M – 219
2016
Q1 		$122M Buy
6,892,198
+27,501
+0.4% +$491K 1.56% 17
2015
Q4 		$163M Sell
6,864,697
-30,300
-0.4% -$703K 2.08% 9
2015
Q3 		$137M Sell
6,894,997
-195,774
-3% -$4.65M 1.79% 14
2015
Q2 		$175M Sell
7,090,771
-9,549,000
-57% -$232M 1.94% 8
2015
Q1 		$366M Sell
16,639,771
-884,900
-5% -$17.1M 3.86% 4
2014
Q4 		$365M Buy
17,524,671
+48,100
+0.3% +$939K 4.12% 4
2014
Q3 		$351M Buy
17,476,571
+272,800
+2% +$5.28M 3.67% 4
2014
Q2 		$333M Buy
17,203,771
+494,200
+3% +$9.35M 3.29% 5
2014
Q1 		$338M Buy
16,709,571
+670,600
+4% +$12.6M 3.56% 3
2013
Q4 		$311M Buy
16,038,971
+294,700
+2% +$5.14M 3.4% 5
2013
Q3 		$264M Buy
15,744,271
+130,000
+0.8% +$2.19M 2.97% 6
2013
Q2 		$244M Buy
+15,614,271
New +$229M 2.65% 9

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 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 $6.43B AUM 18.44% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $217M AUM 23.58% 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 $816M AUM 14.79% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

CI Investments Inc's JPM.WS Position: Q4 2016 in Review

CI Investments Inc sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 5,501,398 shares — an estimated $135M sold.

CI Investments Inc first reported a position in JPM.WS in Q2 2013 and held it in 13 quarters. The position peaked at $366M in Q1 2015. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • CI Investments Inc reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • CI Investments Inc sold 5,501,398 JPMorgan Chase shares in Q4 2016, an estimated $135M.
  • CI Investments Inc first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
  • CI Investments Inc's JPMorgan Chase position peaked at $366M in Q1 2015.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on CI Investments Inc's 13F filing for Q4 2016, filed 6 Feb 2017.