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Institute for Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History

Institute for Wealth Management’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
2018
Q1 		– Sell
-7,165
Closed -$476K – 421
2017
Q4 		$476K Buy
+7,165
New +$430K 0.11% 232
2017
Q3 		– Sell
-7,165
Closed -$360K – 421
2017
Q2 		$360K Buy
+7,165
New +$323K 0.1% 276

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
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 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 $1.89T AUM 35.08% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Institute for Wealth Management's JPM.WS Position: Q1 2018 in Review

Institute for Wealth Management sold out of JPMorgan Chase (JPM.WS) in Q1 2018, closing a stake of 7,165 shares — an estimated $476K sold.

Institute for Wealth Management first reported a position in JPM.WS in Q2 2017 and held it in 2 quarters. The position peaked at $476K in Q4 2017. 47 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2018.

  • Institute for Wealth Management reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 7,165 JPMorgan Chase shares in Q1 2018, an estimated $476K.
  • Institute for Wealth Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's JPMorgan Chase position peaked at $476K in Q4 2017.
  • 47 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.