NAM
JPM.WS

North American Management’s JPMorgan Chase JPM.WS Stock Holding History

North American Management’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
2016
Q1 		– Sell
-13,251
Closed -$314K – 158
2015
Q4 		$314K Sell
13,251
-250
-2% -$5.8K 0.05% 122
2015
Q3 		$269K Sell
13,501
-354
-3% -$8.4K 0.04% 135
2015
Q2 		$343K Hold
13,855
– – 0.06% 104
2015
Q1 		$305K Sell
13,855
-1,830
-12% -$35.3K 0.05% 110
2014
Q4 		$326K Sell
15,685
-898
-5% -$17.5K 0.05% 110
2014
Q3 		$333K Buy
16,583
+300
+2% +$5.81K 0.05% 114
2014
Q2 		$315K Sell
16,283
-4,770
-23% -$90.2K 0.05% 118
2014
Q1 		$425K Sell
21,053
-2,174
-9% -$40.9K 0.07% 105
2013
Q4 		$527K Buy
23,227
+264
+1% +$4.61K 0.09% 95
2013
Q3 		$385K Sell
22,963
-1,620
-7% -$27.2K 0.07% 98
2013
Q2 		$383K Buy
+24,583
New +$360K 0.08% 98

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

North American Management's JPM.WS Position: Q1 2016 in Review

North American Management sold out of JPMorgan Chase (JPM.WS) in Q1 2016, closing a stake of 13,251 shares — an estimated $314K sold.

North American Management first reported a position in JPM.WS in Q2 2013 and held it in 11 quarters. The position peaked at $527K in Q4 2013. 68 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2016.

  • North American Management reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
  • North American Management sold 13,251 JPMorgan Chase shares in Q1 2016, an estimated $314K.
  • North American Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 11 quarters.
  • North American Management's JPMorgan Chase position peaked at $527K in Q4 2013.
  • 68 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on North American Management's 13F filing for Q1 2016, filed 13 Apr 2016.