Fiduciary Group’s JPMorgan Chase JPM.WS Stock Holding History

Fiduciary Group’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 Q3	–	Sell	-600	Closed	-$38K	–	180
2018 Q2	$38K	Hold	600	–	–	0.01%	170
2018 Q1	$42K	Hold	600	–	–	0.01%	170
2017 Q4	$40K	Sell	600 -625	-51%	-$37.5K	0.01%	173
2017 Q3	$66K	Hold	1,225	–	–	0.01%	172
2017 Q2	$62K	Hold	1,225	–	–	0.01%	173
2017 Q1	$57K	Buy	1,225 +225	+23%	+$10.5K	0.01%	173
2016 Q4	$44K	Hold	1,000	–	–	0.01%	176
2016 Q3	$25K	Hold	1,000	–	–	0.01%	174
2016 Q2	$20K	Hold	1,000	–	–	0.01%	175
2016 Q1	$18K	Hold	1,000	–	–	0.01%	175
2015 Q4	$24K	Buy	1,000 +350	+54%	+$8.12K	0.01%	174
2015 Q3	$13K	Hold	650	–	–	﹤0.01%	185
2015 Q2	$16K	Buy	+650	New	+$15.8K	0.01%	191

Other funds holding JPM.WS

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

VOAM

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Fiduciary Group's JPM.WS Position: Q3 2018 in Review

Fiduciary Group sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 600 shares — an estimated $38K sold.

Fiduciary Group first reported a position in JPM.WS in Q2 2015 and held it in 13 quarters. The position peaked at $66K in Q3 2017. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Fiduciary Group reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Fiduciary Group sold 600 JPMorgan Chase shares in Q3 2018, an estimated $38K.
Fiduciary Group first reported a position in JPMorgan Chase in Q2 2015 and held it in 13 quarters.
Fiduciary Group's JPMorgan Chase position peaked at $66K in Q3 2017.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Fiduciary Group's 13F filing for Q3 2018, filed 18 Oct 2018.