Schwerin Boyle Capital Management’s JPMorgan Chase JPM.WS Stock Holding History

Schwerin Boyle Capital Management’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
2017 Q4	–	Sell	-7,500	Closed	-$405K	–	69
2017 Q3	$405K	Sell	7,500 -195,053	-96%	-$9.93M	0.05%	61
2017 Q2	$10.2M	Hold	202,553	–	–	1.2%	29
2017 Q1	$9.38M	Sell	202,553 -192,500	-49%	-$8.98M	1.15%	31
2016 Q4	$17.5M	Sell	395,053 -63,000	-14%	-$2.18M	2.16%	19
2016 Q3	$11.3M	Hold	458,053	–	–	1.56%	24
2016 Q2	$9.28M	Hold	458,053	–	–	1.33%	26
2016 Q1	$8.11M	Hold	458,053	–	–	1.14%	32
2015 Q4	$10.9M	Hold	458,053	–	–	1.51%	23
2015 Q3	$9.12M	Hold	458,053	–	–	1.31%	26
2015 Q2	$11.3M	Buy	458,053 +20,684	+5%	+$503K	1.49%	23
2015 Q1	$9.63M	Buy	+437,369	New	+$8.44M	1.35%	25

Other funds holding JPM.WS

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

OFG

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

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

VOAM

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

CIM

Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Schwerin Boyle Capital Management's JPM.WS Position: Q4 2017 in Review

Schwerin Boyle Capital Management sold out of JPMorgan Chase (JPM.WS) in Q4 2017, closing a stake of 7,500 shares — an estimated $405K sold.

Schwerin Boyle Capital Management first reported a position in JPM.WS in Q1 2015 and held it in 11 quarters. The position peaked at $17.5M in Q4 2016. 51 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2017.

Schwerin Boyle Capital Management reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
Schwerin Boyle Capital Management sold 7,500 JPMorgan Chase shares in Q4 2017, an estimated $405K.
Schwerin Boyle Capital Management first reported a position in JPMorgan Chase in Q1 2015 and held it in 11 quarters.
Schwerin Boyle Capital Management's JPMorgan Chase position peaked at $17.5M in Q4 2016.
51 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Schwerin Boyle Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.