PCM
JPM.WS

Parsons Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Parsons Capital 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
2017
Q3 		– Sell
-19,620
Closed -$987K – 360
2017
Q2 		$987K Sell
19,620
-34,875
-64% -$1.57M 0.12% 168
2017
Q1 		$2.52M Buy
+54,495
New +$2.54M 0.32% 81
2016
Q2 		– Hold
0
– – – 91
2016
Q1 		– Hold
0
– – – 111
2015
Q4 		– Hold
0
– – – 81
2015
Q3 		– Hold
0
– – – 89
2015
Q2 		– Hold
0
– – – 85
2015
Q1 		– Hold
0
– – – 147

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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Parsons Capital Management's JPM.WS Position: Q3 2017 in Review

Parsons Capital Management sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 19,620 shares — an estimated $987K sold.

Parsons Capital Management first reported a position in JPM.WS in Q1 2017 and held it in 2 quarters. The position peaked at $2.52M in Q1 2017. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • Parsons Capital Management reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Parsons Capital Management sold 19,620 JPMorgan Chase shares in Q3 2017, an estimated $987K.
  • Parsons Capital Management first reported a position in JPMorgan Chase in Q1 2017 and held it in 2 quarters.
  • Parsons Capital Management's JPMorgan Chase position peaked at $2.52M in Q1 2017.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Parsons Capital Management's 13F filing for Q3 2017, filed 26 Oct 2017.