CWM
JPM.WS

Concert Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History

Concert Wealth Management’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
Q2 		– Sell
-7,433
Closed -$329K – 485
2017
Q1 		$329K Hold
7,433
– – 0.07% 335
2016
Q4 		$329K Buy
+7,433
New +$257K 0.07% 336

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
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 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
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's JPM.WS Position: Q2 2017 in Review

Concert Wealth Management sold out of JPMorgan Chase (JPM.WS) in Q2 2017, closing a stake of 7,433 shares — an estimated $329K sold.

Concert Wealth Management first reported a position in JPM.WS in Q4 2016 and held it in 2 quarters. The position peaked at $329K in Q1 2017. 62 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2017.

  • Concert Wealth Management reported no remaining JPMorgan Chase position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,433 JPMorgan Chase shares in Q2 2017, an estimated $329K.
  • Concert Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 2 quarters.
  • Concert Wealth Management's JPMorgan Chase position peaked at $329K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.