GPC
JPM.WS

Guardian Point Capital’s JPMorgan Chase JPM.WS Stock Holding History

Guardian Point 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
2017
Q4 		– Sell
-100,000
Closed -$5.41M – 17
2017
Q3 		$5.41M Hold
100,000
– – 2.42% 11
2017
Q2 		$5.03M Hold
100,000
– – 2.48% 11
2017
Q1 		$4.63M Hold
100,000
– – 2.42% 12
2016
Q4 		$4.43M Hold
100,000
– – 3.07% 10
2016
Q3 		$2.46M Hold
100,000
– – 1.7% 14
2016
Q2 		$2.02M Hold
100,000
– – 1.64% 13
2016
Q1 		$1.77M Sell
100,000
-70,000
-41% -$1.25M 1.51% 13
2015
Q4 		$4.03M Buy
+170,000
New +$3.94M 3.79% 10

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
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Guardian Point Capital's JPM.WS Position: Q4 2017 in Review

Guardian Point Capital sold out of JPMorgan Chase (JPM.WS) in Q4 2017, closing a stake of 100,000 shares — an estimated $5.41M sold.

Guardian Point Capital first reported a position in JPM.WS in Q4 2015 and held it in 8 quarters. The position peaked at $5.41M in Q3 2017. 51 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2017.

  • Guardian Point Capital reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • Guardian Point Capital sold 100,000 JPMorgan Chase shares in Q4 2017, an estimated $5.41M.
  • Guardian Point Capital first reported a position in JPMorgan Chase in Q4 2015 and held it in 8 quarters.
  • Guardian Point Capital's JPMorgan Chase position peaked at $5.41M in Q3 2017.
  • 51 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Guardian Point Capital's 13F filing for Q4 2017, filed 14 Feb 2018.