Citadel Advisors
JPM.WS

Citadel Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Citadel 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
2016
Q4 		– Sell
-305,715
Closed -$7.53M – 8209
2016
Q3 		$7.53M Hold
305,715
– – 0.01% 1612
2016
Q2 		$6.19M Buy
305,715
+600
+0.2% +$12.5K 0.01% 1642
2016
Q1 		$5.4M Buy
+305,115
New +$5.45M 0.01% 1691
2014
Q1 		– Sell
-3,833
Closed -$74K – 8126
2013
Q4 		$74K Buy
3,833
+540
+16% +$9.43K ﹤0.01% 5822
2013
Q3 		$55K Buy
+3,293
New +$55.4K ﹤0.01% 5741

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
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

Citadel Advisors's JPM.WS Position: Q4 2016 in Review

Citadel Advisors sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 305,715 shares — an estimated $7.53M sold.

Citadel Advisors first reported a position in JPM.WS in Q3 2013 and held it in 5 quarters. The position peaked at $7.53M in Q3 2016. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Citadel Advisors reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Citadel Advisors sold 305,715 JPMorgan Chase shares in Q4 2016, an estimated $7.53M.
  • Citadel Advisors first reported a position in JPMorgan Chase in Q3 2013 and held it in 5 quarters.
  • Citadel Advisors's JPMorgan Chase position peaked at $7.53M in Q3 2016.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Citadel Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.