First Pacific Advisors’s JPMorgan Chase JPM.WS Stock Holding History

First Pacific Advisors’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
2016 Q4	–	Sell	-10,000	Closed	-$246K	–	121
2016 Q3	$246K	Hold	10,000	–	–	﹤0.01%	98
2016 Q2	$202K	Hold	10,000	–	–	﹤0.01%	97
2016 Q1	$177K	Hold	10,000	–	–	﹤0.01%	98
2015 Q4	$237K	Hold	10,000	–	–	﹤0.01%	105
2015 Q3	$199K	Hold	10,000	–	–	﹤0.01%	128
2015 Q2	$247K	Hold	10,000	–	–	﹤0.01%	105
2015 Q1	$220K	Hold	10,000	–	–	﹤0.01%	109
2014 Q4	$208K	Hold	10,000	–	–	﹤0.01%	111
2014 Q3	$201K	Hold	10,000	–	–	﹤0.01%	117
2014 Q2	$193K	Hold	10,000	–	–	﹤0.01%	121
2014 Q1	$202K	Hold	10,000	–	–	﹤0.01%	126
2013 Q4	$194K	Hold	10,000	–	–	﹤0.01%	121
2013 Q3	$168K	Hold	10,000	–	–	﹤0.01%	113
2013 Q2	$156K	Buy	+10,000	New	+$147K	﹤0.01%	115

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

VIA

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

CAM

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

OFG

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

VOAM

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

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return

CIM

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

First Pacific Advisors's JPM.WS Position: Q4 2016 in Review

First Pacific Advisors sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 10,000 shares — an estimated $246K sold.

First Pacific Advisors first reported a position in JPM.WS in Q2 2013 and held it in 14 quarters. The position peaked at $247K in Q2 2015. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

First Pacific Advisors reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
First Pacific Advisors sold 10,000 JPMorgan Chase shares in Q4 2016, an estimated $246K.
First Pacific Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 14 quarters.
First Pacific Advisors's JPMorgan Chase position peaked at $247K in Q2 2015.
61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on First Pacific Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.