Cutler Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Cutler Capital 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
2018 Q2	–	Sell	-7,000	Closed	-$487K	–	97
2018 Q1	$487K	Sell	7,000 -2,000	-22%	-$146K	0.2%	76
2017 Q4	$598K	Sell	9,000 -5,000	-36%	-$300K	0.24%	72
2017 Q3	$787K	Sell	14,000 -1,000	-7%	-$50.9K	0.35%	53
2017 Q2	$754K	Hold	15,000	–	–	0.36%	49
2017 Q1	$694K	Sell	15,000 -1,000	-6%	-$46.7K	0.32%	51
2016 Q4	$708K	Sell	16,000 -14,000	-47%	-$484K	0.33%	45
2016 Q3	$739K	Sell	30,000 -10,000	-25%	-$235K	0.24%	43
2016 Q2	$810	Hold	40,000	–	–	0.22%	44
2016 Q1	$708K	Sell	40,000 -44,500	-53%	-$794K	0.34%	46
2015 Q4	$2M	Hold	84,500	–	–	0.92%	29
2015 Q3	$1.68M	Sell	84,500 -2,500	-3%	-$59.3K	0.77%	32
2015 Q2	$2.15M	Hold	87,000	–	–	0.95%	32
2015 Q1	$1.92M	Buy	87,000 +9,500	+12%	+$183K	0.85%	33
2014 Q4	$1.61M	Sell	77,500 -5,090	-6%	-$99.4K	0.69%	36
2014 Q3	$1.66M	Buy	82,590 +22,590	+38%	+$438K	0.7%	37
2014 Q2	$1.16M	Buy	60,000 +24,000	+67%	+$454K	0.45%	45
2014 Q1	$727K	Buy	36,000 +3,000	+9%	+$56.4K	0.28%	51
2013 Q4	$640K	Buy	33,000 +500	+2%	+$8.73K	0.26%	51
2013 Q3	$545K	Buy	32,500 +10,500	+48%	+$177K	0.22%	62
2013 Q2	$343K	Buy	+22,000	New	+$322K	0.15%	83

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

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

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

Cutler Capital Management's JPM.WS Position: Q2 2018 in Review

Cutler Capital Management sold out of JPMorgan Chase (JPM.WS) in Q2 2018, closing a stake of 7,000 shares — an estimated $487K sold.

Cutler Capital Management first reported a position in JPM.WS in Q2 2013 and held it in 20 quarters. The position peaked at $2.15M in Q2 2015. 43 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2018.

Cutler Capital Management reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
Cutler Capital Management sold 7,000 JPMorgan Chase shares in Q2 2018, an estimated $487K.
Cutler Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 20 quarters.
Cutler Capital Management's JPMorgan Chase position peaked at $2.15M in Q2 2015.
43 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Cutler Capital Management's 13F filing for Q2 2018, filed 3 Aug 2018.