West Family Investments’s JPMorgan Chase JPM.WS Stock Holding History

West Family Investments’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 Q1	–	Sell	-27,700	Closed	-$1.84M	–	98
2017 Q4	$1.84M	Sell	27,700 -7,500	-21%	-$450K	0.47%	49
2017 Q3	$1.9K	Hold	35,200	–	–	0.23%	45
2017 Q2	$1.77M	Hold	35,200	–	–	0.39%	50
2017 Q1	$1.63M	Sell	35,200 -15,000	-30%	-$700K	0.31%	51
2016 Q4	$2.22M	Sell	50,200 -20,000	-28%	-$691K	0.39%	48
2016 Q3	$1.73M	Hold	70,200	–	–	0.32%	56
2016 Q2	$1.42M	Hold	70,200	–	–	0.26%	62
2016 Q1	$1.24M	Hold	70,200	–	–	0.2%	67
2015 Q4	$1.66M	Buy	+70,200	New	+$1.63M	0.43%	52
2014 Q4	–	Sell	-108,800	Closed	-$2.12M	–	120
2014 Q3	$2.19M	Hold	108,800	–	–	0.46%	39
2014 Q2	$2.1M	Buy	+108,800	New	+$2.06M	0.44%	41

Other funds holding JPM.WS

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

CIM

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

VOAM

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

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

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

West Family Investments's JPM.WS Position: Q1 2018 in Review

West Family Investments sold out of JPMorgan Chase (JPM.WS) in Q1 2018, closing a stake of 27,700 shares — an estimated $1.84M sold.

West Family Investments first reported a position in JPM.WS in Q2 2014 and held it in 11 quarters. The position peaked at $2.22M in Q4 2016. 47 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2018.

West Family Investments reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
West Family Investments sold 27,700 JPMorgan Chase shares in Q1 2018, an estimated $1.84M.
West Family Investments first reported a position in JPMorgan Chase in Q2 2014 and held it in 11 quarters.
West Family Investments's JPMorgan Chase position peaked at $2.22M in Q4 2016.
47 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on West Family Investments's 13F filing for Q1 2018, filed 10 May 2018.