SCM
JPM.WS

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

Sirios 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
2014
Q1 		– Sell
-418,366
Closed -$8.11M – 48
2013
Q4 		$8.11M Sell
418,366
-43,388
-9% -$757K 0.63% 34
2013
Q3 		$7.74M Buy
461,754
+120,159
+35% +$2.02M 0.84% 30
2013
Q2 		$5.33M Buy
+341,595
New +$5M 0.81% 29

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Sirios Capital Management's JPM.WS Position: Q3 2016 in Review

Sirios Capital Management sold out of JPMorgan Chase (JPM.WS) in Q3 2016, closing a stake of 47,230 shares — an estimated $956K sold.

Sirios Capital Management first reported a position in JPM.WS in Q1 2014 and held it in 8 quarters. The position peaked at $51M in Q2 2015. 66 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2016.

  • Sirios Capital Management reported no remaining JPMorgan Chase position as of Q3 2016 after selling out during the quarter.
  • Sirios Capital Management sold 47,230 JPMorgan Chase shares in Q3 2016, an estimated $956K.
  • Sirios Capital Management first reported a position in JPMorgan Chase in Q1 2014 and held it in 8 quarters.
  • Sirios Capital Management's JPMorgan Chase position peaked at $51M in Q2 2015.
  • 66 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Sirios Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.