EWM
JPM.WS

Evercore Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History

Evercore Wealth 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
2015
Q2 		– Sell
-398
Closed -$9K – 1108
2015
Q1 		$9K Buy
+398
New +$7.68K ﹤0.01% 883

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MVP
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Capital World Investors
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SCM
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CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIA
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Evercore Wealth Management's JPM.WS Position: Q2 2015 in Review

Evercore Wealth Management sold out of JPMorgan Chase (JPM.WS) in Q2 2015, closing a stake of 398 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in JPM.WS in Q1 2015 and held it in 1 quarter. The position peaked at $9K in Q1 2015. 57 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2015.

  • Evercore Wealth Management reported no remaining JPMorgan Chase position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 398 JPMorgan Chase shares in Q2 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in JPMorgan Chase in Q1 2015 and held it in 1 quarter.
  • Evercore Wealth Management's JPMorgan Chase position peaked at $9K in Q1 2015.
  • 57 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.