UBS’s JPMorgan Chase JPM.WS Stock Holding History

UBS’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
2014 Q3	$6.68M	Buy	331,981 +14,011	+4%	+$271K	﹤0.01%	1763
2014 Q2	$6.15M	Buy	317,970 +41,445	+15%	+$784K	﹤0.01%	1775
2014 Q1	$5.59M	Buy	276,525 +12,746	+5%	+$240K	0.01%	1759
2013 Q4	$5.12M	Buy	263,779 +2,928	+1%	+$51.1K	﹤0.01%	1852
2013 Q3	$4.37M	Buy	260,851 +167,066	+178%	+$2.81M	﹤0.01%	1831
2013 Q2	$1.46M	Buy	+93,785	New	+$1.37M	﹤0.01%	2894

Other funds holding JPM.WS

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

ACI

AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

FCM

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS's JPM.WS Position: Q3 2014 in Review

UBS increased its JPMorgan Chase (JPM.WS) stake by 4.4% in Q3 2014, buying an estimated $271K and bringing the position to 331,981 shares worth $6.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

UBS first reported a position in JPM.WS in Q2 2013 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2014.

UBS held 331,981 shares of JPMorgan Chase worth $6.68M as of Q3 2014.
UBS bought 14,011 JPMorgan Chase shares in Q3 2014, an estimated $271K.
JPMorgan Chase made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1763 holding.
UBS first reported a position in JPMorgan Chase in Q2 2013 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.