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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OFG

OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return

VOAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JMPWA

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

TCA

Teewinot Capital Advisers New York $1.38B AUM 26.45% 1-Year Est. Return

BAM

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

Vantis Investment Advisers's JPM.WS Position: Q3 2018 in Review

Vantis Investment Advisers sold out of JPMorgan Chase (JPM.WS) in Q3 2018, closing a stake of 193,500 shares — an estimated $12.3M sold.

Vantis Investment Advisers first reported a position in JPM.WS in Q4 2016 and held it in 7 quarters. The position peaked at $71.4M in Q1 2017. 33 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2018.

Vantis Investment Advisers reported no remaining JPMorgan Chase position as of Q3 2018 after selling out during the quarter.
Vantis Investment Advisers sold 193,500 JPMorgan Chase shares in Q3 2018, an estimated $12.3M.
Vantis Investment Advisers first reported a position in JPMorgan Chase in Q4 2016 and held it in 7 quarters.
Vantis Investment Advisers's JPMorgan Chase position peaked at $71.4M in Q1 2017.
33 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on Vantis Investment Advisers's 13F filing for Q3 2018, filed 13 Nov 2018.