Dalton Investments’s JPMorgan Chase JPM.WS Stock Holding History

Dalton Investments’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 Q3	–	Sell	-13,710	Closed	-$689K	–	32
2017 Q2	$689K	Sell	13,710 -10,000	-42%	-$451K	0.26%	23
2017 Q1	$1.1M	Sell	23,710 -67,000	-74%	-$3.13M	0.46%	23
2016 Q4	$4.02M	Hold	90,710	–	–	1.92%	14
2016 Q3	$2.23M	Hold	90,710	–	–	0.9%	17
2016 Q2	$1.84M	Hold	90,710	–	–	0.74%	17
2016 Q1	$1.61M	Hold	90,710	–	–	0.65%	19
2015 Q4	$21.5M	Hold	90,710	–	–	6.37%	6
2015 Q3	$1.81M	Hold	90,710	–	–	0.91%	13
2015 Q2	$2.25M	Hold	90,710	–	–	0.7%	20
2015 Q1	$2M	Hold	90,710	–	–	0.62%	20
2014 Q4	$1.89M	Hold	90,710	–	–	0.47%	21
2014 Q3	$1.82M	Hold	90,710	–	–	0.38%	20
2014 Q2	$1.75M	Buy	+90,710	New	+$1.72M	0.44%	17
2014 Q1	–	Sell	-90,710	Closed	-$1.76M	–	60
2013 Q4	$1.76M	Hold	90,710	–	–	0.52%	17
2013 Q3	$1.52M	Hold	90,710	–	–	0.43%	20
2013 Q2	$1.42M	Buy	+90,710	New	+$1.33M	0.34%	28

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

VOAM

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

CAM

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

CIM

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

VIA

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

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

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

OFG

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

Dalton Investments's JPM.WS Position: Q3 2017 in Review

Dalton Investments sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 13,710 shares — an estimated $689K sold.

Dalton Investments first reported a position in JPM.WS in Q2 2013 and held it in 16 quarters. The position peaked at $21.5M in Q4 2015. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

Dalton Investments reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
Dalton Investments sold 13,710 JPMorgan Chase shares in Q3 2017, an estimated $689K.
Dalton Investments first reported a position in JPMorgan Chase in Q2 2013 and held it in 16 quarters.
Dalton Investments's JPMorgan Chase position peaked at $21.5M in Q4 2015.
55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Dalton Investments's 13F filing for Q3 2017, filed 6 Nov 2017.