TS
JPM.WS

Twin Securities’s JPMorgan Chase JPM.WS Stock Holding History

Twin Securities’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
2013
Q3 		– Sell
-20,967
Closed -$327K – 19
2013
Q2 		$327K Buy
+20,967
New +$307K 0.14% 15

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
M2MC
Matthew 25 Management Corp Ambler, Pennsylvania $301M AUM 35.04% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Twin Securities's JPM.WS Position: Q3 2013 in Review

Twin Securities sold out of JPMorgan Chase (JPM.WS) in Q3 2013, closing a stake of 20,967 shares — an estimated $327K sold.

Twin Securities first reported a position in JPM.WS in Q2 2013 and held it in 1 quarter. The position peaked at $327K in Q2 2013. 53 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2013.

  • Twin Securities reported no remaining JPMorgan Chase position as of Q3 2013 after selling out during the quarter.
  • Twin Securities sold 20,967 JPMorgan Chase shares in Q3 2013, an estimated $327K.
  • Twin Securities first reported a position in JPMorgan Chase in Q2 2013 and held it in 1 quarter.
  • Twin Securities's JPMorgan Chase position peaked at $327K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2013.

Based on Twin Securities's 13F filing for Q3 2013, filed 14 Nov 2013.