RJFSA
JPM.WS

Raymond James Financial Services Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Raymond James Financial Services 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
2016
Q4 		– Sell
-48,242
Closed -$1.19M – 2480
2016
Q3 		$1.19M Sell
48,242
-2,264
-4% -$53.1K 0.01% 1008
2016
Q2 		$1.02M Sell
50,506
-306
-0.6% -$6.36K 0.01% 1023
2016
Q1 		$899K Buy
50,812
+1,100
+2% +$19.6K 0.01% 951
2015
Q4 		$1.18M Buy
49,712
+550
+1% +$12.8K 0.01% 862
2015
Q3 		$979K Buy
+49,162
New +$1.17M 0.02% 778

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

Raymond James Financial Services Advisors's JPM.WS Position: Q4 2016 in Review

Raymond James Financial Services Advisors sold out of JPMorgan Chase (JPM.WS) in Q4 2016, closing a stake of 48,242 shares — an estimated $1.19M sold.

Raymond James Financial Services Advisors first reported a position in JPM.WS in Q3 2015 and held it in 5 quarters. The position peaked at $1.19M in Q3 2016. 61 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2016.

  • Raymond James Financial Services Advisors reported no remaining JPMorgan Chase position as of Q4 2016 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 48,242 JPMorgan Chase shares in Q4 2016, an estimated $1.19M.
  • Raymond James Financial Services Advisors first reported a position in JPMorgan Chase in Q3 2015 and held it in 5 quarters.
  • Raymond James Financial Services Advisors's JPMorgan Chase position peaked at $1.19M in Q3 2016.
  • 61 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2016.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.