SPIA
JPM.WS

Steward Partners Investment Advisory’s JPMorgan Chase JPM.WS Stock Holding History

Steward Partners Investment Advisory’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
-270
Closed -$14K – 2003
2017
Q3 		$14K Hold
270
– – ﹤0.01% 1038
2017
Q2 		$13K Buy
+270
New +$12.2K ﹤0.01% 995

Other funds holding JPM.WS

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
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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 $103M AUM 14.55% 1-Year Est. Return
HP
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Steward Partners Investment Advisory's JPM.WS Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of JPMorgan Chase (JPM.WS) in Q4 2017, closing a stake of 270 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in JPM.WS in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2017. 51 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 270 JPMorgan Chase shares in Q4 2017, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Chase in Q2 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's JPMorgan Chase position peaked at $14K in Q3 2017.
  • 51 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.