Scharf Investments’s JPMorgan Chase JPM.WS Stock Holding History

Scharf Investments’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 Q4	–	Sell	-12,525	Closed	-$910K	–	52
2018 Q3	$910K	Sell	12,525 -4,200	-25%	-$308K	0.03%	35
2018 Q2	$1.06M	Sell	16,725 -10,000	-37%	-$694K	0.04%	34
2018 Q1	$1.86M	Hold	26,725	–	–	0.05%	31
2017 Q4	$1.77M	Hold	26,725	–	–	0.04%	33
2017 Q3	$1.45M	Hold	26,725	–	–	0.04%	34
2017 Q2	$1.34M	Sell	26,725 -1,080	-4%	-$48.7K	0.03%	33
2017 Q1	$1.29M	Sell	27,805 -5,968	-18%	-$278K	0.03%	29
2016 Q4	$1.5M	Sell	33,773 -16,852	-33%	-$582K	0.03%	30
2016 Q3	$1.25M	Sell	50,625 -42,000	-45%	-$985K	0.03%	30
2016 Q2	$1.88M	Hold	92,625	–	–	0.04%	36
2016 Q1	$1.64M	Buy	92,625 +42,000	+83%	+$750K	0.04%	38
2015 Q4	$1.2M	Hold	50,625	–	–	0.03%	42
2015 Q3	$1.01M	Buy	50,625 +2,700	+6%	+$64.1K	0.03%	41
2015 Q2	$1.19M	Buy	47,925 +6,200	+15%	+$151K	0.03%	40
2015 Q1	$918K	Buy	41,725 +5,000	+14%	+$96.4K	0.03%	43
2014 Q4	$764K	Buy	+36,725	New	+$717K	0.02%	43

Scharf Investments's JPM.WS Position: Q4 2018 in Review

Scharf Investments sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 12,525 shares — an estimated $910K sold.

Scharf Investments first reported a position in JPM.WS in Q4 2014 and held it in 16 quarters. The position peaked at $1.88M in Q2 2016. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

Scharf Investments reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Scharf Investments sold 12,525 JPMorgan Chase shares in Q4 2018, an estimated $910K.
Scharf Investments first reported a position in JPMorgan Chase in Q4 2014 and held it in 16 quarters.
Scharf Investments's JPMorgan Chase position peaked at $1.88M in Q2 2016.
0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Scharf Investments's 13F filing for Q4 2018, filed 13 Feb 2019.