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

Lenox 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
2015 Q1	–	Sell	-1,000	Closed	-$19.3K	–	158
2014 Q4	$20K	Hold	1,000	–	–	0.01%	108
2014 Q3	$20K	Hold	1,000	–	–	0.01%	111
2014 Q2	$19K	Hold	1,000	–	–	0.01%	112
2014 Q1	$20K	Hold	1,000	–	–	0.01%	117
2013 Q4	$19K	Buy	+1,000	New	+$17.5K	0.01%	125

Other funds holding JPM.WS

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

BWA

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SCM

Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

BIA

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

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Lenox Wealth Management's JPM.WS Position: Q1 2015 in Review

Lenox Wealth Management sold out of JPMorgan Chase (JPM.WS) in Q1 2015, closing a stake of 1,000 shares — an estimated $19.3K sold.

Lenox Wealth Management first reported a position in JPM.WS in Q4 2013 and held it in 5 quarters. The position peaked at $20K in Q4 2014. 56 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2015.

Lenox Wealth Management reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
Lenox Wealth Management sold 1,000 JPMorgan Chase shares in Q1 2015, an estimated $19.3K.
Lenox Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 5 quarters.
Lenox Wealth Management's JPMorgan Chase position peaked at $20K in Q4 2014.
56 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Lenox Wealth Management's 13F filing for Q1 2015, filed 8 May 2015.