UCFA
JPM.WS

United Capital Financial Advisors’s JPMorgan Chase JPM.WS Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-19,590
Closed -$985K – 1354
2017
Q2 		$985K Sell
19,590
-89,796
-82% -$4.05M 0.01% 769
2017
Q1 		$5.07M Sell
109,386
-206,576
-65% -$9.64M 0.05% 362
2016
Q4 		$14M Sell
315,962
-281,881
-47% -$9.74M 0.14% 169
2016
Q3 		$14.7M Sell
597,843
-15,752
-3% -$369K 0.14% 167
2016
Q2 		$12.3M Sell
613,595
-4,248
-0.7% -$88.3K 0.13% 176
2016
Q1 		$10.9M Sell
617,843
-10,372
-2% -$185K 0.12% 181
2015
Q4 		$14.9M Sell
628,215
-2,650
-0.4% -$61.5K 0.17% 130
2015
Q3 		$12.6M Buy
630,865
+3,727
+0.6% +$88.5K 0.15% 148
2015
Q2 		$15.5M Buy
627,138
+3,998
+0.6% +$97.2K 0.18% 125
2015
Q1 		$14.7M Buy
623,140
+1,140
+0.2% +$22K 0.18% 133
2014
Q4 		$12.9M Buy
622,000
+81,000
+15% +$1.58M 0.19% 132
2014
Q3 		$10.9M Sell
541,000
-16,251
-3% -$315K 0.19% 136
2014
Q2 		$10.8M Sell
557,251
-1,000
-0.2% -$18.9K 0.2% 132
2014
Q1 		$11.3M Sell
558,251
-7,825
-1% -$147K 0.24% 98
2013
Q4 		$11M Sell
566,076
-177,200
-24% -$3.09M 0.37% 75
2013
Q3 		$12.5M Buy
743,276
+22,600
+3% +$380K 0.4% 55
2013
Q2 		$11.2M Buy
+720,676
New +$10.6M 0.3% 90

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
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
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

United Capital Financial Advisors's JPM.WS Position: Q3 2017 in Review

United Capital Financial Advisors sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 19,590 shares — an estimated $985K sold.

United Capital Financial Advisors first reported a position in JPM.WS in Q2 2013 and held it in 17 quarters. The position peaked at $15.5M in Q2 2015. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • United Capital Financial Advisors reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,590 JPMorgan Chase shares in Q3 2017, an estimated $985K.
  • United Capital Financial Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's JPMorgan Chase position peaked at $15.5M in Q2 2015.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.