GF
JPM.WS

Gabelli Funds’s JPMorgan Chase JPM.WS Stock Holding History

Gabelli Funds’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
-10,500
Closed -$259K – 1163
2016
Q3 		$259K Hold
10,500
– – ﹤0.01% 1095
2016
Q2 		$213K Buy
+10,500
New +$218K ﹤0.01% 1123

Other funds holding JPM.WS

Capital World Investors
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

Gabelli Funds's JPM.WS Position: Q4 2016 in Review

Gabelli Funds sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 10,500 shares — an estimated $259K sold.

Gabelli Funds first reported a position in JPM.WS in Q2 2016 and held it in 2 quarters. The position peaked at $259K in Q3 2016. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Gabelli Funds reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Gabelli Funds sold 10,500 JPMorgan Chase shares in Q4 2016, an estimated $259K.
  • Gabelli Funds first reported a position in JPMorgan Chase in Q2 2016 and held it in 2 quarters.
  • Gabelli Funds's JPMorgan Chase position peaked at $259K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Gabelli Funds's 13F filing for Q4 2016, filed 10 Feb 2017.