PH
JPM.WS

Pinnacle Holdings’s JPMorgan Chase JPM.WS Stock Holding History

Pinnacle Holdings’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
2016
Q4 		– Sell
-200
Closed -$4.93K – 223
2016
Q3 		$4.93K Hold
200
– – ﹤0.01% 205
2016
Q2 		$4.05K Hold
200
– – ﹤0.01% 214
2016
Q1 		$3.54K Hold
200
– – ﹤0.01% 209
2015
Q4 		$4.74K Hold
200
– – ﹤0.01% 208
2015
Q3 		$3.98K Hold
200
– – ﹤0.01% 214
2015
Q2 		$4.95K Hold
200
– – ﹤0.01% 212
2015
Q1 		$4.4K Hold
200
– – ﹤0.01% 212
2014
Q4 		$4.16K Hold
200
– – ﹤0.01% 197
2014
Q3 		$4.02K Hold
200
– – ﹤0.01% 199
2014
Q2 		$3.87K Buy
+200
New +$3.78K ﹤0.01% 195

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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $788M AUM 13.82% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Pinnacle Holdings's JPM.WS Position: Q4 2016 in Review

Pinnacle Holdings sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 200 shares — an estimated $4.93K sold.

Pinnacle Holdings first reported a position in JPM.WS in Q2 2014 and held it in 10 quarters. The position peaked at $4.95K in Q2 2015. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Pinnacle Holdings reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Pinnacle Holdings sold 200 JPMorgan Chase shares in Q4 2016, an estimated $4.93K.
  • Pinnacle Holdings first reported a position in JPMorgan Chase in Q2 2014 and held it in 10 quarters.
  • Pinnacle Holdings's JPMorgan Chase position peaked at $4.95K in Q2 2015.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Pinnacle Holdings's 13F filing for Q4 2016, filed 13 Feb 2017.