WIM
JPM.WS

Waverton Investment Management’s JPMorgan Chase JPM.WS Stock Holding History

Waverton Investment Management’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
Q4 		– Sell
-500,000
Closed -$501K – 81
2017
Q3 		$501K Hold
500,000
– – 0.03% 73
2017
Q2 		$501K Sell
500,000
-100,000
-17% -$4.51M 0.03% 71
2017
Q1 		$599K Hold
600,000
– – 0.04% 90
2016
Q4 		$600K Hold
600,000
– – 0.04% 97
2016
Q3 		$601K Buy
+600,000
New +$14.1M 0.04% 92

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
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 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
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Waverton Investment Management's JPM.WS Position: Q4 2017 in Review

Waverton Investment Management sold out of JPMorgan Chase (JPM.WS) in Q4 2017, closing a stake of 500,000 shares — an estimated $501K sold.

Waverton Investment Management first reported a position in JPM.WS in Q3 2016 and held it in 5 quarters. The position peaked at $601K in Q3 2016. 51 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2017.

  • Waverton Investment Management reported no remaining JPMorgan Chase position as of Q4 2017 after selling out during the quarter.
  • Waverton Investment Management sold 500,000 JPMorgan Chase shares in Q4 2017, an estimated $501K.
  • Waverton Investment Management first reported a position in JPMorgan Chase in Q3 2016 and held it in 5 quarters.
  • Waverton Investment Management's JPMorgan Chase position peaked at $601K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Waverton Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.