JP Morgan Chase
TAX

JP Morgan Chase’s Liberty Tax, Inc. Class A TAX Stock Holding History

JP Morgan Chase’s Portfolio TAX Stock Details TAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,380
Closed -$14K – 5823
2018
Q1 		$14K Sell
1,380
-102
-7% -$1.03K ﹤0.01% 5139
2017
Q4 		$16K Buy
+1,482
New +$18.6K ﹤0.01% 5199
2017
Q2 		– Sell
-4,651
Closed -$66K – 5413
2017
Q1 		$66K Sell
4,651
-4,857
-51% -$69.1K ﹤0.01% 4456
2016
Q4 		$127K Sell
9,508
-13,298
-58% -$170K ﹤0.01% 4329
2016
Q3 		$291K Buy
+22,806
New +$309K ﹤0.01% 3574
2016
Q1 		– Sell
-2,024
Closed -$48K – 5100
2015
Q4 		$48K Buy
+2,024
New +$46K ﹤0.01% 3924

Other funds holding TAX

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase's TAX Position: Q2 2018 in Review

JP Morgan Chase sold out of Liberty Tax, Inc. Class A (TAX) in Q2 2018, closing a stake of 1,380 shares — an estimated $14K sold.

JP Morgan Chase first reported a position in TAX in Q4 2015 and held it in 6 quarters. The position peaked at $291K in Q3 2016. 62 funds tracked by Wall St. Rank hold TAX as of Q2 2018.

  • JP Morgan Chase reported no remaining Liberty Tax, Inc. Class A position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Chase sold 1,380 Liberty Tax, Inc. Class A shares in Q2 2018, an estimated $14K.
  • JP Morgan Chase first reported a position in Liberty Tax, Inc. Class A in Q4 2015 and held it in 6 quarters.
  • JP Morgan Chase's Liberty Tax, Inc. Class A position peaked at $291K in Q3 2016.
  • 62 funds tracked by Wall St. Rank held Liberty Tax, Inc. Class A as of Q2 2018.

Based on JP Morgan Chase's 13F filing for Q2 2018, filed 14 Aug 2018.