Matthew 25 Management Corp’s JPMorgan Chase JPM.WS Stock Holding History

Matthew 25 Management Corp’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	-62,500	Closed	-$3.96M	–	20
2018 Q2	$3.96M	Sell	62,500 -22,500	-26%	-$1.56M	1.2%	16
2018 Q1	$5.91M	Sell	85,000 -70,000	-45%	-$5.1M	1.75%	16
2017 Q4	$10.3M	Hold	155,000	–	–	2.79%	14
2017 Q3	$8.38M	Hold	155,000	–	–	2.34%	15
2017 Q2	$7.79M	Hold	155,000	–	–	2.16%	15
2017 Q1	$7.18M	Hold	155,000	–	–	1.96%	15
2016 Q4	$6.86M	Hold	155,000	–	–	1.94%	16
2016 Q3	$3.82M	Hold	155,000	–	–	1.14%	16
2016 Q2	$3.14M	Hold	155,000	–	–	0.88%	16
2016 Q1	$2.74M	Hold	155,000	–	–	0.69%	16
2015 Q4	$3.67M	Hold	155,000	–	–	0.76%	16
2015 Q3	$3.09M	Hold	155,000	–	–	0.56%	18
2015 Q2	$3.84M	Hold	155,000	–	–	0.51%	22
2015 Q1	$3.41M	Hold	155,000	–	–	0.42%	25
2014 Q4	$3.22M	Hold	155,000	–	–	0.37%	27
2014 Q3	$3.12M	Buy	155,000 +13,000	+9%	+$252K	0.35%	27
2014 Q2	$2.74M	Buy	142,000 +14,000	+11%	+$265K	0.31%	28
2014 Q1	$2.59M	Hold	128,000	–	–	0.32%	27
2013 Q4	$2.48M	Sell	128,000 -491,500	-79%	-$8.58M	0.31%	25
2013 Q3	$32M	Buy	619,500 +554,500	+853%	+$9.33M	4.74%	13
2013 Q2	$1.01M	Buy	+65,000	New	+$952K	0.18%	26

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

Matthew 25 Management Corp's JPM.WS Position: Q3 2018 in Review

Matthew 25 Management Corp sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 62,500 shares — an estimated $3.96M sold.

Matthew 25 Management Corp first reported a position in JPM.WS in Q2 2013 and held it in 21 quarters. The position peaked at $32M in Q3 2013. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Matthew 25 Management Corp reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Matthew 25 Management Corp sold 62,500 JPMorgan Chase shares in Q3 2018, an estimated $3.96M.
Matthew 25 Management Corp first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
Matthew 25 Management Corp's JPMorgan Chase position peaked at $32M in Q3 2013.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Matthew 25 Management Corp's 13F filing for Q3 2018, filed 31 Oct 2018.