Ontario Teachers' Pension Plan Board’s JPMorgan Chase JPM.WS Stock Holding History

Ontario Teachers' Pension Plan Board’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 Q1	–	Sell	-52,400	Closed	-$3.48M	–	572
2017 Q4	$3.48M	Hold	52,400	–	–	0.04%	351
2017 Q3	$2.83M	Hold	52,400	–	–	0.04%	362
2017 Q2	$2.63M	Hold	52,400	–	–	0.03%	376
2017 Q1	$2.43M	Hold	52,400	–	–	0.03%	391
2016 Q4	$2.32M	Sell	52,400 -142,050	-73%	-$4.91M	0.02%	400
2016 Q3	$4.79M	Hold	194,450	–	–	0.05%	293
2016 Q2	$3.94M	Hold	194,450	–	–	0.04%	323
2016 Q1	$3.44M	Hold	194,450	–	–	0.04%	332
2015 Q4	$4.61M	Buy	194,450 +25,000	+15%	+$580K	0.04%	287
2015 Q3	$3.37M	Buy	169,450 +14,750	+10%	+$350K	0.03%	358
2015 Q2	$3.83M	Hold	154,700	–	–	0.03%	412
2015 Q1	$3.4M	Buy	154,700 +102,300	+195%	+$1.97M	0.02%	425
2014 Q4	$1.09M	Hold	52,400	–	–	0.01%	552
2014 Q3	$1.05M	Hold	52,400	–	–	0.01%	561
2014 Q2	$1.01M	Hold	52,400	–	–	0.01%	545
2014 Q1	$1.06M	Hold	52,400	–	–	0.01%	530
2013 Q4	$1.02M	Hold	52,400	–	–	0.01%	554
2013 Q3	$878K	Hold	52,400	–	–	0.01%	607
2013 Q2	$817K	Buy	+52,400	New	+$768K	0.01%	604

Other funds holding JPM.WS

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

OFG

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

CIM

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

VOAM

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

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

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

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

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's JPM.WS Position: Q1 2018 in Review

Ontario Teachers' Pension Plan Board sold out of JPMorgan Chase (JPM.WS) in Q1 2018, closing a stake of 52,400 shares — an estimated $3.48M sold.

Ontario Teachers' Pension Plan Board first reported a position in JPM.WS in Q2 2013 and held it in 19 quarters. The position peaked at $4.79M in Q3 2016. 47 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2018.

Ontario Teachers' Pension Plan Board reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 52,400 JPMorgan Chase shares in Q1 2018, an estimated $3.48M.
Ontario Teachers' Pension Plan Board first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
Ontario Teachers' Pension Plan Board's JPMorgan Chase position peaked at $4.79M in Q3 2016.
47 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2018, filed 11 May 2018.