RFA
JPM.WS

Reilly Financial Advisors’s JPMorgan Chase JPM.WS Stock Holding History

Reilly Financial 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
2015
Q1 		– Sell
-200
Closed -$4K – 1392
2014
Q4 		$4K Hold
200
– – ﹤0.01% 674
2014
Q3 		$4K Hold
200
– – ﹤0.01% 685
2014
Q2 		$4K Buy
+200
New +$3.78K ﹤0.01% 720

Other funds holding JPM.WS

CI Investments Inc
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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Reilly Financial Advisors's JPM.WS Position: Q1 2015 in Review

Reilly Financial Advisors sold out of JPMorgan Chase (JPM.WS) in Q1 2015, closing a stake of 200 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in JPM.WS in Q2 2014 and held it in 3 quarters. The position peaked at $4K in Q4 2014. 56 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2015.

  • Reilly Financial Advisors reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 JPMorgan Chase shares in Q1 2015, an estimated $4K.
  • Reilly Financial Advisors first reported a position in JPMorgan Chase in Q2 2014 and held it in 3 quarters.
  • Reilly Financial Advisors's JPMorgan Chase position peaked at $4K in Q4 2014.
  • 56 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Reilly Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.