Psagot Value Holdings’s JPMorgan Chase JPM.WS Stock Holding History

Psagot Value 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	-600	Closed	-$15K	–	416
2016 Q3	$15K	Sell	600 -400	-40%	-$9.38K	﹤0.01%	301
2016 Q2	$20K	Hold	1,000	–	–	﹤0.01%	273
2016 Q1	$18K	Hold	1,000	–	–	﹤0.01%	321
2015 Q4	$24K	Hold	1,000	–	–	﹤0.01%	326
2015 Q3	$20K	Hold	1,000	–	–	﹤0.01%	327
2015 Q2	$25K	Hold	1,000	–	–	﹤0.01%	335
2015 Q1	$22K	Hold	1,000	–	–	﹤0.01%	320
2014 Q4	$21K	Hold	1,000	–	–	﹤0.01%	323
2014 Q3	$20K	Hold	1,000	–	–	﹤0.01%	359
2014 Q2	$19K	Hold	1,000	–	–	﹤0.01%	369
2014 Q1	$20K	Buy	+1,000	New	+$18.8K	﹤0.01%	437

Other funds holding JPM.WS

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

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

Psagot Value Holdings sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 600 shares — an estimated $15K sold.

Psagot Value Holdings first reported a position in JPM.WS in Q1 2014 and held it in 11 quarters. The position peaked at $25K in Q2 2015. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

Psagot Value Holdings reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
Psagot Value Holdings sold 600 JPMorgan Chase shares in Q4 2016, an estimated $15K.
Psagot Value Holdings first reported a position in JPMorgan Chase in Q1 2014 and held it in 11 quarters.
Psagot Value Holdings's JPMorgan Chase position peaked at $25K in Q2 2015.
61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Psagot Value Holdings's 13F filing for Q4 2016, filed 26 Jan 2017.