JP Morgan Chase’s JPMorgan Chase JPM.WS Stock Holding History

JP Morgan Chase’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 Q2	–	Hold	0	–	–	–	3173
2016 Q1	–	Hold	0	–	–	–	3007
2015 Q4	–	Hold	0	–	–	–	2899
2015 Q3	–	Sell	-43,500	Closed	-$1.03M	–	3107
2015 Q2	$1.08M	Buy	43,500 +11,500	+36%	+$280K	﹤0.01%	3249
2015 Q1	$704K	Sell	32,000 -61,500	-66%	-$1.19M	﹤0.01%	3387
2014 Q4	$1.95M	Hold	93,500	–	–	﹤0.01%	2979
2014 Q3	$1.88M	Hold	93,500	–	–	﹤0.01%	2963
2014 Q2	$1.81M	Hold	93,500	–	–	﹤0.01%	2586
2014 Q1	$1.89M	Hold	93,500	–	–	﹤0.01%	2575
2013 Q4	$1.81M	Hold	93,500	–	–	﹤0.01%	2814
2013 Q3	$1.57M	Hold	93,500	–	–	﹤0.01%	2968
2013 Q2	$1.46M	Buy	+93,500	New	+$1.37M	﹤0.01%	3022

Other funds holding JPM.WS

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

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

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

BIA

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

JP Morgan Chase's JPM.WS Position: Q2 2016 in Review

JP Morgan Chase held its JPMorgan Chase (JPM.WS) position steady in Q2 2016 at 0 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

JP Morgan Chase first reported a position in JPM.WS in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.95M in Q4 2014. 69 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2016.

JP Morgan Chase held 0 shares of JPMorgan Chase worth $1.01M as of Q2 2016.
JP Morgan Chase left its JPMorgan Chase share count unchanged in Q2 2016.
JPMorgan Chase made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2016, its #3173 holding.
JP Morgan Chase first reported a position in JPMorgan Chase in Q2 2013 and has held it in 9 quarters since.
JP Morgan Chase's JPMorgan Chase position peaked at $1.95M in Q4 2014.
69 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on JP Morgan Chase's 13F filing for Q2 2016, filed 8 Aug 2016.