OA
JPM.WS

Oxbow Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Oxbow 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
2017
Q1 		– Sell
-66,325
Closed -$2.94M – 291
2016
Q4 		$2.94M Sell
66,325
-72,160
-52% -$2.49M 0.37% 73
2016
Q3 		$3.42M Sell
138,485
-3,000
-2% -$70.4K 0.47% 64
2016
Q2 		$2.86M Sell
141,485
-2,200
-2% -$45.8K 0.41% 78
2016
Q1 		$2.54M Sell
143,685
-390
-0.3% -$6.96K 0.36% 83
2015
Q4 		$3.41M Sell
144,075
-1,370
-0.9% -$31.8K 0.43% 72
2015
Q3 		$2.9M Buy
145,445
+26,120
+22% +$620K 0.48% 66
2015
Q2 		$2.95M Buy
+119,325
New +$2.9M 0.38% 78
2014
Q1 		– Sell
-18,450
Closed -$358K – 232
2013
Q4 		$358K Buy
+18,450
New +$322K 0.05% 176

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
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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 $780M AUM 21.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxbow Advisors's JPM.WS Position: Q1 2017 in Review

Oxbow Advisors sold out of JPMorgan Chase (JPM.WS) in Q1 2017, closing a stake of 66,325 shares — an estimated $2.94M sold.

Oxbow Advisors first reported a position in JPM.WS in Q4 2013 and held it in 8 quarters. The position peaked at $3.42M in Q3 2016. 59 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2017.

  • Oxbow Advisors reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
  • Oxbow Advisors sold 66,325 JPMorgan Chase shares in Q1 2017, an estimated $2.94M.
  • Oxbow Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 8 quarters.
  • Oxbow Advisors's JPMorgan Chase position peaked at $3.42M in Q3 2016.
  • 59 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Oxbow Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.