Francis Chou’s JPMorgan Chase JPM.WS Stock Holding History

Francis Chou’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	-166,977	Closed	-$10.6M	–	30
2018 Q2	$10.6M	Hold	166,977	–	–	4.01%	8
2018 Q1	$11.6M	Hold	166,977	–	–	4.9%	8
2017 Q4	$11.1M	Sell	166,977 -199,370	-54%	-$12M	4.74%	7
2017 Q3	$19.8M	Sell	366,347 -260,000	-42%	-$13.2M	6.91%	6
2017 Q2	$31.6M	Hold	626,347	–	–	9.76%	3
2017 Q1	$29M	Sell	626,347 -500,000	-44%	-$23.3M	9.62%	2
2016 Q4	$49.9M	Hold	1,126,347	–	–	15.94%	1
2016 Q3	$27.7M	Hold	1,126,347	–	–	10.27%	3
2016 Q2	$22.8M	Hold	1,126,347	–	–	8.7%	4
2016 Q1	$20M	Hold	1,126,347	–	–	6.48%	7
2015 Q4	$26.7K	Hold	1,126,347	–	–	5.71%	4
2015 Q3	$22.4M	Hold	1,126,347	–	–	7.7%	4
2015 Q2	$27.9M	Hold	1,126,347	–	–	8.52%	3
2015 Q1	$24.8M	Hold	1,126,347	–	–	6.51%	5
2014 Q4	$23.4M	Buy	+1,126,347	New	+$22M	6.13%	5
2014 Q2	–	Sell	-1,126,347	Closed	-$22.8M	–	25
2014 Q1	$22.8M	Hold	1,126,347	–	–	6.29%	5
2013 Q4	$21.8M	Hold	1,126,347	–	–	6.2%	6
2013 Q3	$18.9M	Hold	1,126,347	–	–	1.04%	12
2013 Q2	$17.6M	Buy	+1,126,347	New	+$16.5M	4.74%	10

Other funds holding JPM.WS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OFG

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

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 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 $1.89T AUM 35.08% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $1.38B AUM 26.45% 1-Year Est. Return

BAM

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

Francis Chou's JPM.WS Position: Q3 2018 in Review

Francis Chou sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 166,977 shares — an estimated $10.6M sold.

Francis Chou first reported a position in JPM.WS in Q2 2013 and held it in 19 quarters. The position peaked at $49.9M in Q4 2016. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Francis Chou reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Francis Chou sold 166,977 JPMorgan Chase shares in Q3 2018, an estimated $10.6M.
Francis Chou first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
Francis Chou's JPMorgan Chase position peaked at $49.9M in Q4 2016.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Chou Associates Management's 13F filing for Q3 2018, filed 13 Nov 2018.