GG
JPM.WS

Glenn Greenberg’s JPMorgan Chase JPM.WS Stock Holding History

Glenn Greenberg’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
2017
Q3 		– Sell
-1,083,231
Closed -$54.5M – 17
2017
Q2 		$54.5M Sell
1,083,231
-202,489
-16% -$9.13M 2.41% 13
2017
Q1 		$59.5M Sell
1,285,720
-354,374
-22% -$16.5M 2.84% 11
2016
Q4 		$72.6M Sell
1,640,094
-2,749,730
-63% -$95M 3.46% 11
2016
Q3 		$108M Sell
4,389,824
-178,039
-4% -$4.18M 5.23% 10
2016
Q2 		$92.5M Sell
4,567,863
-75,385
-2% -$1.57M 5.17% 8
2016
Q1 		$82.2M Sell
4,643,248
-11,847
-0.3% -$212K 4.01% 10
2015
Q4 		$110M Buy
4,655,095
+7,600
+0.2% +$176K 4.38% 8
2015
Q3 		$92.5M Buy
4,647,495
+783,392
+20% +$18.6M 2.94% 10
2015
Q2 		$95.6M Buy
3,864,103
+1,179,096
+44% +$28.7M 2.76% 11
2015
Q1 		$59.1M Buy
+2,685,007
New +$51.8M 1.8% 11

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $217M AUM 23.58% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Glenn Greenberg's JPM.WS Position: Q3 2017 in Review

Glenn Greenberg sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 1,083,231 shares — an estimated $54.5M sold.

Glenn Greenberg first reported a position in JPM.WS in Q1 2015 and held it in 10 quarters. The position peaked at $110M in Q4 2015. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • Glenn Greenberg reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Glenn Greenberg sold 1,083,231 JPMorgan Chase shares in Q3 2017, an estimated $54.5M.
  • Glenn Greenberg first reported a position in JPMorgan Chase in Q1 2015 and held it in 10 quarters.
  • Glenn Greenberg's JPMorgan Chase position peaked at $110M in Q4 2015.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Brave Warrior Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.