Thomas Russo’s JPMorgan Chase JPM.WS Stock Holding History

Thomas Russo’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	-14,915	Closed	-$946K	–	100
2018 Q2	$946K	Sell	14,915 -15,385	-51%	-$1.07M	0.01%	66
2018 Q1	$2.11M	Sell	30,300 -27,500	-48%	-$2.01M	0.01%	50
2017 Q4	$3.84M	Sell	57,800 -10,000	-15%	-$601K	0.03%	40
2017 Q3	$3.67M	Sell	67,800 -10,620	-14%	-$540K	0.03%	41
2017 Q2	$3.94M	Sell	78,420 -6,880	-8%	-$310K	0.03%	40
2017 Q1	$3.95M	Sell	85,300 -75,450	-47%	-$3.52M	0.03%	39
2016 Q4	$7.12M	Sell	160,750 -74,000	-32%	-$2.56M	0.06%	34
2016 Q3	$5.78M	Buy	234,750 +1,500	+0.6%	+$35.2K	0.05%	37
2016 Q2	$4.72M	Buy	233,250 +32,500	+16%	+$676K	0.04%	36
2016 Q1	$3.55M	Buy	200,750 +400	+0.2%	+$7.14K	0.03%	43
2015 Q4	$4.75M	Sell	200,350 -400	-0.2%	-$9.28K	0.04%	37
2015 Q3	$4M	Hold	200,750	–	–	0.04%	40
2015 Q2	$4.97M	Buy	200,750 +20,000	+11%	+$486K	0.04%	39
2015 Q1	$3.98M	Hold	180,750	–	–	0.04%	40
2014 Q4	$3.76M	Hold	180,750	–	–	0.03%	45
2014 Q3	$3.63M	Buy	180,750 +30,000	+20%	+$581K	0.03%	44
2014 Q2	$2.91M	Hold	150,750	–	–	0.03%	49
2014 Q1	$3.04M	Hold	150,750	–	–	0.03%	48
2013 Q4	$2.92M	Hold	150,750	–	–	0.03%	50
2013 Q3	$2.53M	Hold	150,750	–	–	0.03%	53
2013 Q2	$2.35M	Buy	+150,750	New	+$2.21M	0.03%	52

Other funds holding JPM.WS

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

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

Thomas Russo's JPM.WS Position: Q3 2018 in Review

Thomas Russo sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 14,915 shares — an estimated $946K sold.

Thomas Russo first reported a position in JPM.WS in Q2 2013 and held it in 21 quarters. The position peaked at $7.12M in Q4 2016. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Thomas Russo reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Thomas Russo sold 14,915 JPMorgan Chase shares in Q3 2018, an estimated $946K.
Thomas Russo first reported a position in JPMorgan Chase in Q2 2013 and held it in 21 quarters.
Thomas Russo's JPMorgan Chase position peaked at $7.12M in Q4 2016.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Gardner Russo & Quinn's 13F filing for Q3 2018, filed 13 Nov 2018.