FA
JPM.WS

Financial Advantage’s JPMorgan Chase JPM.WS Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-200
Closed -$4K – 221
2013
Q4 		$4K Hold
200
– – ﹤0.01% 198
2013
Q3 		$3K Hold
200
– – ﹤0.01% 183
2013
Q2 		$3K Buy
+200
New +$2.93K ﹤0.01% 190

Other funds holding JPM.WS

CI Investments Inc
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Financial Advantage's JPM.WS Position: Q1 2014 in Review

Financial Advantage sold out of JPMorgan Chase (JPM.WS) in Q1 2014, closing a stake of 200 shares — an estimated $4K sold.

Financial Advantage first reported a position in JPM.WS in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2014.

  • Financial Advantage reported no remaining JPMorgan Chase position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 200 JPMorgan Chase shares in Q1 2014, an estimated $4K.
  • Financial Advantage first reported a position in JPMorgan Chase in Q2 2013 and held it in 3 quarters.
  • Financial Advantage's JPMorgan Chase position peaked at $4K in Q4 2013.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.