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

SOL 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
2018 Q3	–	Sell	-5,350	Closed	-$339K	–	248
2018 Q2	$339K	Sell	5,350 -2,950	-36%	-$205K	0.1%	195
2018 Q1	$577K	Sell	8,300 -7,084	-46%	-$517K	0.17%	143
2017 Q4	$1.02M	Sell	15,384 -5,133	-25%	-$308K	0.29%	89
2017 Q3	$1.11M	Sell	20,517 -1,950	-9%	-$99.2K	0.31%	88
2017 Q2	$1.13M	Sell	22,467 -1,033	-4%	-$46.6K	0.31%	92
2017 Q1	$1.09M	Sell	23,500 -2,450	-9%	-$114K	0.31%	86
2016 Q4	$1.15M	Sell	25,950 -1,000	-4%	-$34.6K	0.35%	72
2016 Q3	$664K	Hold	26,950	–	–	0.22%	99
2016 Q2	$546K	Sell	26,950 -1,300	-5%	-$27K	0.18%	116
2016 Q1	$500K	Buy	28,250 +2,300	+9%	+$41.1K	0.17%	121
2015 Q4	$615K	Hold	25,950	–	–	0.22%	103
2015 Q3	$517K	Hold	25,950	–	–	0.2%	105
2015 Q2	$642K	Sell	25,950 -150	-0.6%	-$3.65K	0.23%	91
2015 Q1	$574K	Sell	26,100 -600	-2%	-$11.6K	0.21%	100
2014 Q4	$555K	Hold	26,700	–	–	0.22%	102
2014 Q3	$537K	Hold	26,700	–	–	0.22%	95
2014 Q2	$516K	Buy	26,700 +1,500	+6%	+$28.4K	0.21%	100
2014 Q1	$509K	Hold	25,200	–	–	0.2%	98
2013 Q4	$489K	Buy	25,200 +1,400	+6%	+$24.4K	0.19%	100
2013 Q3	$399K	Buy	23,800 +6,400	+37%	+$108K	0.17%	117
2013 Q2	$271K	Buy	+17,400	New	+$255K	0.11%	150

Other funds holding JPM.WS

Capital World Investors

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

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

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

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)

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

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

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

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