MCTIC
JPM.WS

MacGuire Cheswick & Tuttle Investment Counsel’s JPMorgan Chase JPM.WS Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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
Q2 		– Hold
0
– – – 63
2016
Q1 		– Hold
0
– – – 65
2015
Q4 		– Hold
0
– – – 63
2015
Q3 		– Hold
0
– – – 70
2015
Q2 		– Hold
0
– – – 69
2015
Q1 		– Hold
0
– – – 35
2014
Q4 		– Hold
0
– – – 35
2014
Q3 		– Hold
0
– – – 35
2014
Q2 		– Hold
0
– – – 37
2014
Q1 		– Hold
0
– – – 37
2013
Q4 		– Hold
0
– – – 37
2013
Q3 		– Sell
-212,550
Closed -$3.57M – 38
2013
Q2 		$3.32M Buy
+212,550
New +$3.11M 0.95% 38

Other funds holding JPM.WS

BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
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
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
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's JPM.WS Position: Q2 2016 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its JPMorgan Chase (JPM.WS) position steady in Q2 2016 at 0 shares worth $478K. The position accounts for 0.11% of the portfolio, ranked #63.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in JPM.WS in Q2 2013 and has held it in 1 quarter since. The position peaked at $3.32M in Q2 2013. 69 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2016.

  • MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of JPMorgan Chase worth $478K as of Q2 2016.
  • MacGuire Cheswick & Tuttle Investment Counsel left its JPMorgan Chase share count unchanged in Q2 2016.
  • JPMorgan Chase made up 0.11% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q2 2016, its #63 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 1 quarter since.
  • MacGuire Cheswick & Tuttle Investment Counsel's JPMorgan Chase position peaked at $3.32M in Q2 2013.
  • 69 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q2 2016, filed 21 Jul 2016.