Mackenzie Financial
JPM.WS

Mackenzie Financial’s JPMorgan Chase JPM.WS Stock Holding History

Mackenzie Financial’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
2014
Q3 		– Sell
-881,782
Closed -$17M – 766
2014
Q2 		$17M Sell
881,782
-811,800
-48% -$15.4M 0.08% 208
2014
Q1 		$34.2M Sell
1,693,582
-2,810,166
-62% -$52.9M 0.17% 128
2013
Q4 		$87.3M Sell
4,503,748
-1,062,300
-19% -$18.5M 0.44% 51
2013
Q3 		$93.3M Sell
5,566,048
-1,792,665
-24% -$30.1M 0.47% 54
2013
Q2 		$115M Buy
+7,358,713
New +$108M 0.55% 51

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mackenzie Financial's JPM.WS Position: Q3 2014 in Review

Mackenzie Financial sold out of JPMorgan Chase (JPM.WS) in Q3 2014, closing a stake of 881,782 shares — an estimated $17M sold.

Mackenzie Financial first reported a position in JPM.WS in Q2 2013 and held it in 5 quarters. The position peaked at $115M in Q2 2013. 58 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2014.

  • Mackenzie Financial reported no remaining JPMorgan Chase position as of Q3 2014 after selling out during the quarter.
  • Mackenzie Financial sold 881,782 JPMorgan Chase shares in Q3 2014, an estimated $17M.
  • Mackenzie Financial first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
  • Mackenzie Financial's JPMorgan Chase position peaked at $115M in Q2 2013.
  • 58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on Mackenzie Financial's 13F filing for Q3 2014, filed 12 Nov 2014.