SCM
JPM.WS

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 $846B AUM 46.74% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.38B AUM 26.45% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

SOL Capital Management's JPM.WS Position: Q3 2018 in Review

SOL Capital Management sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 5,350 shares — an estimated $339K sold.

SOL Capital Management first reported a position in JPM.WS in Q2 2013 and held it in 21 quarters. The position peaked at $1.15M in Q4 2016. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

  • SOL Capital Management reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
  • SOL Capital Management sold 5,350 JPMorgan Chase shares in Q3 2018, an estimated $339K.
  • SOL Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
  • SOL Capital Management's JPMorgan Chase position peaked at $1.15M in Q4 2016.
  • 33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on SOL Capital Management's 13F filing for Q3 2018, filed 29 Oct 2018.