VIA
JPM.WS
Vantis Investment Advisers’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-193,500
| Closed | -$12.3M | – | 21 |
|
|
2018
Q2 | $12.3M | Sell |
193,500
-4,000
| -2% | -$254K | 5.74% | 7 |
|
|
2018
Q1 | $13.7M | Sell |
197,500
-10,200
| -5% | -$709K | 3.98% | 7 |
|
|
2017
Q4 | $13.8M | Sell |
207,700
-62,500
| -23% | -$4.15M | 6.77% | 2 |
|
|
2017
Q3 | $14.6M | Hold |
270,200
| – | – | 7.72% | 4 |
|
|
2017
Q2 | $13.6M | Sell |
270,200
-1,270,800
| -82% | -$63.9M | 19.54% | 1 |
|
|
2017
Q1 | $71.4M | Hold |
1,541,000
| – | – | 34.02% | 1 |
|
|
2016
Q4 | $70M | Buy |
+1,541,000
| New | +$70M | 53.85% | 1 |
|