CI Investments Inc

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	–	233
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 $733B AUM 35.63% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

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

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

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

OTA Financial Group Purchase, New York $137M AUM 16.9% 1-Year Est. Return

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

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

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