JP Morgan Chase
WAC

JP Morgan Chase’s Walter Investment Mgt Corp WAC Stock Holding History

JP Morgan Chase’s Portfolio WAC Stock Details WAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-14,141
Closed -$67K – 5363
2016
Q4 		$67K Buy
+14,141
New +$76.6K ﹤0.01% 4494
2016
Q3 		– Sell
-193
Closed -$1K – 5000
2016
Q2 		$1K Sell
193
-42
-18% -$227 ﹤0.01% 4729
2016
Q1 		$2K Buy
235
+42
+22% +$382 ﹤0.01% 4536
2015
Q4 		$3K Buy
+193
New +$2.64K ﹤0.01% 4483
2014
Q3 		– Sell
-6,913
Closed -$206K – 4325
2014
Q2 		$206K Sell
6,913
-73,918
-91% -$2.11M ﹤0.01% 3369
2014
Q1 		$2.41M Sell
80,831
-440,065
-84% -$13.2M ﹤0.01% 2456
2013
Q4 		$18.4M Sell
520,896
-60,992
-10% -$2.3M 0.01% 1379
2013
Q3 		$23M Sell
581,888
-9,452
-2% -$363K 0.01% 1253
2013
Q2 		$20M Buy
+591,340
New +$21M 0.01% 1247

Other funds holding WAC

BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
LPC
Lion Point Capital New York $20.9M AUM 195.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase's WAC Position: Q1 2017 in Review

JP Morgan Chase sold out of Walter Investment Mgt Corp (WAC) in Q1 2017, closing a stake of 14,141 shares — an estimated $67K sold.

JP Morgan Chase first reported a position in WAC in Q2 2013 and held it in 9 quarters. The position peaked at $23M in Q3 2013. 72 funds tracked by Wall St. Rank hold WAC as of Q1 2017.

  • JP Morgan Chase reported no remaining Walter Investment Mgt Corp position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Chase sold 14,141 Walter Investment Mgt Corp shares in Q1 2017, an estimated $67K.
  • JP Morgan Chase first reported a position in Walter Investment Mgt Corp in Q2 2013 and held it in 9 quarters.
  • JP Morgan Chase's Walter Investment Mgt Corp position peaked at $23M in Q3 2013.
  • 72 funds tracked by Wall St. Rank held Walter Investment Mgt Corp as of Q1 2017.

Based on JP Morgan Chase's 13F filing for Q1 2017, filed 10 May 2017.