Mariner’s JPMorgan Chase JPM.WS Stock Holding History

Mariner’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
2018 Q3	–	Sell	-8,875	Closed	-$563K	–	851
2018 Q2	$563K	Hold	8,875	–	–	0.02%	512
2018 Q1	$617K	Hold	8,875	–	–	0.02%	401
2017 Q4	$590K	Hold	8,875	–	–	0.02%	364
2017 Q3	$480K	Hold	8,875	–	–	0.02%	349
2017 Q2	$446K	Hold	8,875	–	–	0.02%	354
2017 Q1	$411K	Buy	+8,875	New	+$414K	0.02%	404
2016 Q4	–	Sell	-12,875	Closed	-$317K	–	836
2016 Q3	$317K	Hold	12,875	–	–	0.02%	465
2016 Q2	$261K	Hold	12,875	–	–	0.01%	444
2016 Q1	$228K	Hold	12,875	–	–	0.01%	448
2015 Q4	$305K	Buy	+12,875	New	+$299K	0.02%	338

Other funds holding JPM.WS

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

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

VOAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Mariner's JPM.WS Position: Q3 2018 in Review

Mariner sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 8,875 shares — an estimated $563K sold.

Mariner first reported a position in JPM.WS in Q4 2015 and held it in 10 quarters. The position peaked at $617K in Q1 2018. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Mariner reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Mariner sold 8,875 JPMorgan Chase shares in Q3 2018, an estimated $563K.
Mariner first reported a position in JPMorgan Chase in Q4 2015 and held it in 10 quarters.
Mariner's JPMorgan Chase position peaked at $617K in Q1 2018.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Mariner's 13F filing for Q3 2018, filed 14 Nov 2018.