Goldman Sachs
JPM.WS

Goldman Sachs’s JPMorgan Chase JPM.WS Stock Holding History

Goldman Sachs’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
-990,782
Closed -$24.4M – 7224
2016
Q3 		$24.4M Buy
990,782
+964,658
+3,693% +$22.6M 0.01% 1736
2016
Q2 		$529K Buy
+26,124
New +$543K ﹤0.01% 4801
2015
Q4 		– Sell
-23,361
Closed -$465K – 7503
2015
Q3 		$465K Hold
23,361
– – ﹤0.01% 5223
2015
Q2 		$578K Buy
+23,361
New +$568K ﹤0.01% 5040
2015
Q1 		– Sell
-224,306
Closed -$4.67M – 7412
2014
Q4 		$4.67M Buy
+224,306
New +$4.38M ﹤0.01% 3062

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

Goldman Sachs's JPM.WS Position: Q4 2016 in Review

Goldman Sachs sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 990,782 shares — an estimated $24.4M sold.

Goldman Sachs first reported a position in JPM.WS in Q4 2014 and held it in 5 quarters. The position peaked at $24.4M in Q3 2016. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Goldman Sachs reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Goldman Sachs sold 990,782 JPMorgan Chase shares in Q4 2016, an estimated $24.4M.
  • Goldman Sachs first reported a position in JPMorgan Chase in Q4 2014 and held it in 5 quarters.
  • Goldman Sachs's JPMorgan Chase position peaked at $24.4M in Q3 2016.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Goldman Sachs's 13F filing for Q4 2016, filed 14 Feb 2017.