PC
JPM.WS

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

Pecaut & 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
2017
Q3 		– Sell
-4,000
Closed -$201K – 53
2017
Q2 		$201K Buy
+4,000
New +$180K 0.17% 52
2017
Q1 		– Sell
-5,000
Closed -$221K – 55
2016
Q4 		$221K Buy
+5,000
New +$173K 0.21% 47

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 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 $217M AUM 23.58% 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 $3.01B AUM 83.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Pecaut & Co's JPM.WS Position: Q3 2017 in Review

Pecaut & Co sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 4,000 shares — an estimated $201K sold.

Pecaut & Co first reported a position in JPM.WS in Q4 2016 and held it in 2 quarters. The position peaked at $221K in Q4 2016. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • Pecaut & Co reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Pecaut & Co sold 4,000 JPMorgan Chase shares in Q3 2017, an estimated $201K.
  • Pecaut & Co first reported a position in JPMorgan Chase in Q4 2016 and held it in 2 quarters.
  • Pecaut & Co's JPMorgan Chase position peaked at $221K in Q4 2016.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Pecaut & Co's 13F filing for Q3 2017, filed 31 Oct 2017.