JP Morgan Chase
VALE.P

JP Morgan Chase’s Vale S A VALE.P Stock Holding History

JP Morgan Chase’s Portfolio VALE.P Stock Details VALE.P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-20,290
Closed -$187K – 5728
2017
Q3 		$187K Sell
20,290
-11,791,564
-100% -$111M ﹤0.01% 4126
2017
Q2 		$96.3M Buy
11,811,854
+265,210
+2% +$2.14M 0.02% 631
2017
Q1 		$104M Buy
11,546,644
+1,626,471
+16% +$15.3M 0.03% 616
2016
Q4 		$68.3M Sell
9,920,173
-254,370
-3% -$1.69M 0.02% 743
2016
Q3 		$47.9M Buy
10,174,543
+378,850
+4% +$1.72M 0.01% 859
2016
Q2 		$39.3M Sell
9,795,693
-2,279,403
-19% -$8.38M 0.01% 965
2016
Q1 		$37.7M Buy
12,075,096
+2,391,593
+25% +$5.5M 0.01% 964
2015
Q4 		$24.7M Sell
9,683,503
-2,070,127
-18% -$6.7M 0.01% 1192
2015
Q3 		$39.4M Buy
11,753,630
+2,261,704
+24% +$9.35M 0.01% 897
2015
Q2 		$47.9M Sell
9,491,926
-2,965,414
-24% -$16.6M 0.01% 896
2015
Q1 		$60.4M Sell
12,457,340
-11,666,357
-48% -$73.8M 0.01% 816
2014
Q4 		$175M Sell
24,123,697
-9,541,052
-28% -$77.3M 0.04% 455
2014
Q3 		$327M Sell
33,664,749
-1,380,441
-4% -$16.4M 0.08% 283
2014
Q2 		$417M Buy
35,045,190
+61,712
+0.2% +$751K 0.11% 219
2014
Q1 		$436M Sell
34,983,478
-1,135,903
-3% -$13.9M 0.12% 190
2013
Q4 		$506M Buy
36,119,381
+10,436,709
+41% +$148M 0.15% 163
2013
Q3 		$365M Sell
25,682,672
-197,947
-0.8% -$2.62M 0.11% 224
2013
Q2 		$315M Buy
+25,880,619
New +$384M 0.11% 239

Other funds holding VALE.P

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return
SSG
Summit Securities Group New York $206M AUM 27.35% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return