Ground Swell Capital’s JPMorgan Chase JPM.WS Stock Holding History

Ground Swell Capital’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
2014 Q3	$3K	Buy	+142	New	+$2.75K	0.01%	1808

Other funds holding JPM.WS

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

ACI

AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

FCM

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Ground Swell Capital's JPM.WS Position: Q3 2014 in Review

Ground Swell Capital opened a new position in JPMorgan Chase (JPM.WS) in Q3 2014: 142 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #1808 among its holdings.

58 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2014.

Ground Swell Capital held 142 shares of JPMorgan Chase worth $3K as of Q3 2014.
JPMorgan Chase was a new Ground Swell Capital position in Q3 2014.
JPMorgan Chase made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1808 holding.
58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.