MVP
JPM.WS

Miller Value Partners’s JPMorgan Chase JPM.WS Stock Holding History

Miller Value Partners’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
-1,200,075
Closed -$76.1M – 121
2018
Q2 		$76.1M Sell
1,200,075
-21,025
-2% -$1.46M 2.84% 8
2018
Q1 		$84.9M Sell
1,221,100
-23,125
-2% -$1.69M 3.54% 6
2017
Q4 		$82.7M Sell
1,244,225
-180,975
-13% -$10.9M 3.52% 8
2017
Q3 		$77M Sell
1,425,200
-121,350
-8% -$6.18M 3.31% 11
2017
Q2 		$77.8M Sell
1,546,550
-27,650
-2% -$1.25M 3.15% 13
2017
Q1 		$72.9M Sell
1,574,200
-160,525
-9% -$7.49M 3.21% 11
2016
Q4 		$76.8M Sell
1,734,725
-599,550
-26% -$20.7M 3.37% 8
2016
Q3 		$57.5M Sell
2,334,275
-6,200
-0.3% -$145K 2.35% 18
2016
Q2 		$47.4M Sell
2,340,475
-211,850
-8% -$4.41M 2.12% 18
2016
Q1 		$45.2M Sell
2,552,325
-144,400
-5% -$2.58M 1.74% 23
2015
Q4 		$63.9M Buy
2,696,725
+189,850
+8% +$4.4M 1.71% 19
2015
Q3 		$49.9M Hold
2,506,875
– – 1.43% 25
2015
Q2 		$62M Hold
2,506,875
– – 2.15% 21
2015
Q1 		$55.2M Hold
2,506,875
– – 1.93% 23
2014
Q4 		$52.1M Sell
2,506,875
-6,575
-0.3% -$128K 1.93% 23
2014
Q3 		$50.5M Buy
2,513,450
+76,900
+3% +$1.49M 2.02% 19
2014
Q2 		$47.1M Sell
2,436,550
-26,400
-1% -$499K 1.81% 24
2014
Q1 		$49.8M Buy
2,462,950
+2,100
+0.1% +$39.5K 2% 20
2013
Q4 		$47.7M Buy
2,460,850
+93,375
+4% +$1.63M 2.16% 18
2013
Q3 		$39.7M Buy
2,367,475
+81,275
+4% +$1.37M 2.39% 16
2013
Q2 		$35.7M Buy
+2,286,200
New +$33.5M 2.45% 17

Other funds holding JPM.WS

Capital World Investors
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
HP
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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

Miller Value Partners's JPM.WS Position: Q3 2018 in Review

Miller Value Partners sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 1,200,075 shares — an estimated $76.1M sold.

Miller Value Partners first reported a position in JPM.WS in Q2 2013 and held it in 21 quarters. The position peaked at $84.9M in Q1 2018. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

  • Miller Value Partners reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • Miller Value Partners sold 1,200,075 JPMorgan Chase shares in Q3 2018, an estimated $76.1M.
  • Miller Value Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
  • Miller Value Partners's JPMorgan Chase position peaked at $84.9M in Q1 2018.
  • 33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Miller Value Partners's 13F filing for Q3 2018, filed 14 Nov 2018.