LCS
JPM.WS

Levin Capital Strategies’s JPMorgan Chase JPM.WS Stock Holding History

Levin Capital Strategies’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
Q4 		– Sell
-20,062
Closed -$494 – 353
2016
Q3 		$494 Sell
20,062
-7,500
-27% -$176K 0.01% 230
2016
Q2 		$558K Buy
27,562
+2,000
+8% +$41.6K 0.01% 215
2016
Q1 		$452K Buy
25,562
+7,000
+38% +$125K 0.01% 237
2015
Q4 		$440K Buy
18,562
+5,000
+37% +$116K 0.01% 264
2015
Q3 		$270K Hold
13,562
– – ﹤0.01% 319
2015
Q2 		$336K Hold
13,562
– – 0.01% 308
2015
Q1 		$298K Sell
13,562
-15,700
-54% -$303K ﹤0.01% 331
2014
Q4 		$609K Buy
29,262
+16,287
+126% +$318K 0.01% 261
2014
Q3 		$261K Sell
12,975
-9,525
-42% -$184K ﹤0.01% 309
2014
Q2 		$435K Buy
+22,500
New +$426K 0.01% 278
2013
Q3 		– Sell
-19,028
Closed -$297K – 341
2013
Q2 		$297K Buy
+19,028
New +$279K 0.01% 283

Other funds holding JPM.WS

Capital World Investors
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 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
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Levin Capital Strategies's JPM.WS Position: Q4 2016 in Review

Levin Capital Strategies sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 20,062 shares — an estimated $494 sold.

Levin Capital Strategies first reported a position in JPM.WS in Q2 2013 and held it in 11 quarters. The position peaked at $609K in Q4 2014. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Levin Capital Strategies reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Levin Capital Strategies sold 20,062 JPMorgan Chase shares in Q4 2016, an estimated $494.
  • Levin Capital Strategies first reported a position in JPMorgan Chase in Q2 2013 and held it in 11 quarters.
  • Levin Capital Strategies's JPMorgan Chase position peaked at $609K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Levin Capital Strategies's 13F filing for Q4 2016, filed 14 Feb 2017.