Ruane, Cunniff & Goldfarb’s JPMorgan Chase JPM.WS Stock Holding History

Ruane, Cunniff & Goldfarb’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
2018 Q3	–	Sell	-600,000	Closed	-$38.1M	–	65
2018 Q2	$38.1M	Hold	600,000	–	–	0.34%	28
2018 Q1	$40.6M	Hold	600,000	–	–	0.37%	31
2017 Q4	$39.9M	Hold	600,000	–	–	0.33%	35
2017 Q3	$32.4M	Hold	600,000	–	–	0.28%	37
2017 Q2	$30.2M	Hold	600,000	–	–	0.28%	39
2017 Q1	$27.8M	Sell	600,000 -800,000	-57%	-$37.3M	0.26%	39
2016 Q4	$62M	Hold	1,400,000	–	–	0.58%	31
2016 Q3	$34.5M	Hold	1,400,000	–	–	0.32%	41
2016 Q2	$28.4M	Hold	1,400,000	–	–	0.27%	42
2016 Q1	$24.8M	Buy	+1,400,000	New	+$25M	0.19%	44

Other funds holding JPM.WS

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

TCA

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's JPM.WS Position: Q3 2018 in Review

Ruane, Cunniff & Goldfarb sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 600,000 shares — an estimated $38.1M sold.

Ruane, Cunniff & Goldfarb first reported a position in JPM.WS in Q1 2016 and held it in 10 quarters. The position peaked at $62M in Q4 2016. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Ruane, Cunniff & Goldfarb reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Ruane, Cunniff & Goldfarb sold 600,000 JPMorgan Chase shares in Q3 2018, an estimated $38.1M.
Ruane, Cunniff & Goldfarb first reported a position in JPMorgan Chase in Q1 2016 and held it in 10 quarters.
Ruane, Cunniff & Goldfarb's JPMorgan Chase position peaked at $62M in Q4 2016.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q3 2018, filed 14 Nov 2018.