NGA
JPM.WS

New Generation Advisors’s JPMorgan Chase JPM.WS Stock Holding History

New Generation Advisors’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
2013
Q3 		– Sell
-458,861
Closed -$7.16M – 43
2013
Q2 		$7.16M Buy
+458,861
New +$6.72M 2.91% 11

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $217M AUM 23.58% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Generation Advisors's JPM.WS Position: Q3 2013 in Review

New Generation Advisors sold out of JPMorgan Chase (JPM.WS) in Q3 2013, closing a stake of 458,861 shares — an estimated $7.16M sold.

New Generation Advisors first reported a position in JPM.WS in Q2 2013 and held it in 1 quarter. The position peaked at $7.16M in Q2 2013. 53 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2013.

  • New Generation Advisors reported no remaining JPMorgan Chase position as of Q3 2013 after selling out during the quarter.
  • New Generation Advisors sold 458,861 JPMorgan Chase shares in Q3 2013, an estimated $7.16M.
  • New Generation Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 1 quarter.
  • New Generation Advisors's JPMorgan Chase position peaked at $7.16M in Q2 2013.
  • 53 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on New Generation Advisors's 13F filing for Q3 2013, filed 7 Nov 2013.