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JPM.WS

Equitec Specialists’s JPMorgan Chase JPM.WS Stock Holding History

Equitec Specialists’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
-507
Closed -$22K – 120
2016
Q4 		$22K Sell
507
-288,043
-100% -$9.95M 0.01% 96
2016
Q3 		$7.11M Buy
+288,550
New +$6.77M 2.06% 15

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 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 $4.59B AUM 9.32% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $217M AUM 23.58% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 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 $817M AUM 20.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Equitec Specialists's JPM.WS Position: Q1 2017 in Review

Equitec Specialists sold out of JPMorgan Chase (JPM.WS) in Q1 2017, closing a stake of 507 shares — an estimated $22K sold.

Equitec Specialists first reported a position in JPM.WS in Q3 2016 and held it in 2 quarters. The position peaked at $7.11M in Q3 2016. 59 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2017.

  • Equitec Specialists reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • Equitec Specialists sold 507 JPMorgan Chase shares in Q1 2017, an estimated $22K.
  • Equitec Specialists first reported a position in JPMorgan Chase in Q3 2016 and held it in 2 quarters.
  • Equitec Specialists's JPMorgan Chase position peaked at $7.11M in Q3 2016.
  • 59 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Equitec Specialists's 13F filing for Q1 2017, filed 25 Apr 2017.