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

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

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

OTA Financial Group Purchase, New York $137M AUM 16.9% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

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

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 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