OC
JPM.WS

Oppenheimer & Co’s JPMorgan Chase JPM.WS Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-3,488
Closed -$243K – 1425
2018
Q1 		$243K Sell
3,488
-722
-17% -$52.7K 0.01% 1142
2017
Q4 		$280K Sell
4,210
-113
-3% -$6.79K 0.01% 1084
2017
Q3 		$234K Sell
4,323
-384
-8% -$19.5K 0.01% 1130
2017
Q2 		$237K Sell
4,707
-3
-0.1% -$135 0.01% 1116
2017
Q1 		$218K Sell
4,710
-528
-10% -$24.6K 0.01% 1134
2016
Q4 		$232K Buy
+5,238
New +$181K 0.01% 1104
2016
Q3 		– Sell
-15,784
Closed -$319K – 1329
2016
Q2 		$319K Buy
+15,784
New +$328K 0.01% 948
2016
Q1 		– Sell
-8,516
Closed -$201K – 1353
2015
Q4 		$201K Buy
+8,516
New +$198K 0.01% 1134
2015
Q3 		– Sell
-8,316
Closed -$206K – 1514
2015
Q2 		$206K Buy
+8,316
New +$202K 0.01% 1287

Other funds holding JPM.WS

Capital World Investors
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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

Oppenheimer & Co's JPM.WS Position: Q2 2018 in Review

Oppenheimer & Co sold out of JPMorgan Chase (JPM.WS) in Q2 2018, closing a stake of 3,488 shares — an estimated $243K sold.

Oppenheimer & Co first reported a position in JPM.WS in Q2 2015 and held it in 9 quarters. The position peaked at $319K in Q2 2016. 43 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2018.

  • Oppenheimer & Co reported no remaining JPMorgan Chase position as of Q2 2018 after selling out during the quarter.
  • Oppenheimer & Co sold 3,488 JPMorgan Chase shares in Q2 2018, an estimated $243K.
  • Oppenheimer & Co first reported a position in JPMorgan Chase in Q2 2015 and held it in 9 quarters.
  • Oppenheimer & Co's JPMorgan Chase position peaked at $319K in Q2 2016.
  • 43 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Oppenheimer & Co's 13F filing for Q2 2018, filed 10 Aug 2018.