C
JPM.WS

Consulta’s JPMorgan Chase JPM.WS Stock Holding History

Consulta’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
2014
Q2 		– Sell
-487,400
Closed -$9.85M – 17
2014
Q1 		$9.85M Hold
487,400
– – 1.3% 13
2013
Q4 		$9.45M Hold
487,400
– – 1.37% 13
2013
Q3 		$8.17M Hold
487,400
– – 1.25% 14
2013
Q2 		$7.6M Buy
+487,400
New +$7.14M 1.13% 17

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Consulta's JPM.WS Position: Q2 2014 in Review

Consulta sold out of JPMorgan Chase (JPM.WS) in Q2 2014, closing a stake of 487,400 shares — an estimated $9.85M sold.

Consulta first reported a position in JPM.WS in Q2 2013 and held it in 4 quarters. The position peaked at $9.85M in Q1 2014. 58 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2014.

  • Consulta reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Consulta sold 487,400 JPMorgan Chase shares in Q2 2014, an estimated $9.85M.
  • Consulta first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • Consulta's JPMorgan Chase position peaked at $9.85M in Q1 2014.
  • 58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Consulta's 13F filing for Q2 2014, filed 14 Aug 2014.