Vantis Investment Advisers’s JPMorgan Chase JPM.WS Stock Holding History

Vantis Investment Advisers’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	-193,500	Closed	-$12.3M	–	22
2018 Q2	$12.3M	Sell	193,500 -4,000	-2%	-$278K	5.74%	7
2018 Q1	$13.7M	Sell	197,500 -10,200	-5%	-$744K	3.98%	7
2017 Q4	$13.8M	Sell	207,700 -62,500	-23%	-$3.75M	6.77%	2
2017 Q3	$14.6M	Hold	270,200	–	–	7.72%	4
2017 Q2	$13.6M	Sell	270,200 -1,270,800	-82%	-$57.3M	19.54%	1
2017 Q1	$71.4M	Hold	1,541,000	–	–	34.02%	1
2016 Q4	$70M	Buy	+1,541,000	New	+$53.2M	53.85%	1

Other funds holding JPM.WS

Capital World Investors

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

OTA Financial Group Purchase, New York $137M AUM 16.9% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return