Tower Research Capital (TRC)
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Tower Research Capital (TRC)’s JPMorgan Chase JPM.WS Stock Holding History

Tower Research Capital (TRC)’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
Q1 		– Sell
-136
Closed -$9K – 4234
2017
Q4 		$9K Sell
136
-464
-77% -$27.9K ﹤0.01% 2653
2017
Q3 		$32K Buy
+600
New +$30.5K ﹤0.01% 2400
2016
Q2 		– Sell
-1,570
Closed -$28K – 5336
2016
Q1 		$28K Buy
1,570
+309
+25% +$5.52K ﹤0.01% 1124
2015
Q4 		$30K Buy
+1,261
New +$29.3K ﹤0.01% 900
2013
Q3 		– Sell
-750
Closed -$12K – 5024
2013
Q2 		$12K Buy
+750
New +$11K ﹤0.01% 2229

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $87.2M AUM 13.99% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Hosking Partners
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 $1.89T AUM 35.08% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Tower Research Capital (TRC)'s JPM.WS Position: Q1 2018 in Review

Tower Research Capital (TRC) sold out of JPMorgan Chase (JPM.WS) in Q1 2018, closing a stake of 136 shares — an estimated $9K sold.

Tower Research Capital (TRC) first reported a position in JPM.WS in Q2 2013 and held it in 5 quarters. The position peaked at $32K in Q3 2017. 47 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2018.

  • Tower Research Capital (TRC) reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 136 JPMorgan Chase shares in Q1 2018, an estimated $9K.
  • Tower Research Capital (TRC) first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
  • Tower Research Capital (TRC)'s JPMorgan Chase position peaked at $32K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2018, filed 15 May 2018.