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

Continental 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
2017 Q1	–	Sell	-18,545	Closed	-$821K	–	158
2016 Q4	$821K	Sell	18,545 -91,138	-83%	-$3.15M	0.22%	100
2016 Q3	$2.7M	Hold	109,683	–	–	0.75%	49
2016 Q2	$2.22M	Hold	109,683	–	–	0.68%	54
2016 Q1	$1.94M	Hold	109,683	–	–	0.55%	55
2015 Q4	$2.6M	Hold	109,683	–	–	0.66%	52
2015 Q3	$2.18M	Hold	109,683	–	–	0.59%	58
2015 Q2	$2.71M	Sell	109,683 -39,702	-27%	-$966K	0.72%	49
2015 Q1	$3.29M	Hold	149,385	–	–	0.73%	49
2014 Q4	$3.11M	Hold	149,385	–	–	0.63%	52
2014 Q3	$3M	Hold	149,385	–	–	0.68%	41
2014 Q2	$2.89M	Hold	149,385	–	–	0.67%	42
2014 Q1	$3.02M	Hold	149,385	–	–	0.78%	40
2013 Q4	$2.9M	Hold	149,385	–	–	0.63%	39
2013 Q3	$2.5M	Hold	149,385	–	–	0.62%	47
2013 Q2	$2.33M	Buy	+149,385	New	+$2.19M	0.66%	47

Other funds holding JPM.WS

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

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Continental Advisors's JPM.WS Position: Q1 2017 in Review

Continental Advisors sold out of JPMorgan Chase (JPM.WS) in Q1 2017, closing a stake of 18,545 shares — an estimated $821K sold.

Continental Advisors first reported a position in JPM.WS in Q2 2013 and held it in 15 quarters. The position peaked at $3.29M in Q1 2015. 59 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2017.

Continental Advisors reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
Continental Advisors sold 18,545 JPMorgan Chase shares in Q1 2017, an estimated $821K.
Continental Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 15 quarters.
Continental Advisors's JPMorgan Chase position peaked at $3.29M in Q1 2015.
59 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Continental Advisors's 13F filing for Q1 2017, filed 15 May 2017.