OFG
JPM.WS

OTA Financial Group’s JPMorgan Chase JPM.WS Stock Holding History

OTA Financial Group’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
Q4 		– Sell
-295,805
Closed -$18.8M – 99
2018
Q3 		$18.8M Hold
295,805
– – 7.77% 2
2018
Q2 		$18.8M Sell
295,805
-349,219
-54% -$24.3M 7.18% 2
2018
Q1 		$44.9M Sell
645,024
-76,268
-11% -$5.56M 15.1% 2
2017
Q4 		$47.9M Buy
721,292
+521,911
+262% +$31.3M 18.89% 1
2017
Q3 		$10.8M Buy
199,381
+119,483
+150% +$6.08M 5.94% 4
2017
Q2 		$3.7M Hold
79,898
– – 2.43% 6
2017
Q1 		$3.7M Sell
79,898
-585,541
-88% -$27.3M 2.32% 7
2016
Q4 		$29.5M Sell
665,439
-558,469
-46% -$19.3M 15.41% 3
2016
Q3 		$30.1M Buy
1,223,908
+337,052
+38% +$7.91M 27.33% 1
2016
Q2 		$18M Buy
886,856
+544,436
+159% +$11.3M 13.72% 2
2016
Q1 		$6.06M Buy
+342,420
New +$6.11M 10.52% 1
2014
Q1 		$320K Buy
15,866
+3,176
+25% +$59.7K 0.31% 49
2013
Q4 		$246K Buy
+12,690
New +$222K 0.15% 80

OTA Financial Group's JPM.WS Position: Q4 2018 in Review

OTA Financial Group sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 295,805 shares — an estimated $18.8M sold.

OTA Financial Group first reported a position in JPM.WS in Q4 2013 and held it in 13 quarters. The position peaked at $47.9M in Q4 2017. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

  • OTA Financial Group reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • OTA Financial Group sold 295,805 JPMorgan Chase shares in Q4 2018, an estimated $18.8M.
  • OTA Financial Group first reported a position in JPMorgan Chase in Q4 2013 and held it in 13 quarters.
  • OTA Financial Group's JPMorgan Chase position peaked at $47.9M in Q4 2017.
  • 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on OTA Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.