Contrarius Investment Management’s JPMorgan Chase JPM Stock Holding History

Contrarius Investment Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-158,682	Closed	-$10.6M	–	56
2016 Q3	$10.6M	Buy	158,682 +4,658	+3%	+$304K	0.78%	29
2016 Q2	$9.57M	Sell	154,024 -30,467	-17%	-$1.9M	0.82%	27
2016 Q1	$10.9M	Buy	184,491 +115,975	+169%	+$6.77M	0.97%	24
2015 Q4	$4.52M	Sell	68,516 -7,895	-10%	-$514K	0.43%	39
2015 Q3	$4.66M	Sell	76,411 -13,824	-15%	-$905K	0.46%	32
2015 Q2	$6.11M	Buy	+90,235	New	+$5.89M	0.48%	28
2014 Q4	–	Sell	-786,942	Closed	-$47.4M	–	37
2014 Q3	$47.4M	Buy	+786,942	New	+$46M	3.5%	10

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Contrarius Investment Management's JPM Position: Q4 2016 in Review

Contrarius Investment Management sold out of JPMorgan Chase (JPM) in Q4 2016, closing a stake of 158,682 shares — an estimated $10.6M sold.

Contrarius Investment Management first reported a position in JPM in Q3 2014 and held it in 7 quarters. The position peaked at $47.4M in Q3 2014. 2,089 funds tracked by Wall St. Rank hold JPM as of Q4 2016.

Contrarius Investment Management reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
Contrarius Investment Management sold 158,682 JPMorgan Chase shares in Q4 2016, an estimated $10.6M.
Contrarius Investment Management first reported a position in JPMorgan Chase in Q3 2014 and held it in 7 quarters.
Contrarius Investment Management's JPMorgan Chase position peaked at $47.4M in Q3 2014.
2,089 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Contrarius Investment Management's 13F filing for Q4 2016, filed 2 Feb 2017.