WFI
JPM.WS

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
2015
Q4 		– Sell
-70,200
Closed -$1.4M – 121
2015
Q3 		$1.4M Hold
70,200
– – 0.29% 58
2015
Q2 		$1.74M Hold
70,200
– – 0.37% 50
2015
Q1 		$1.54M Sell
70,200
-38,600
-35% -$744K 0.32% 52
2014
Q4 		$2.26M Buy
+108,800
New +$2.12M 0.45% 39
2014
Q2 		– Sell
-108,800
Closed -$2.2M – 108
2014
Q1 		$2.2M Hold
108,800
– – 0.48% 39
2013
Q4 		$2.11M Hold
108,800
– – 0.49% 35
2013
Q3 		$1.82M Hold
108,800
– – 0.46% 40
2013
Q2 		$1.7M Buy
+108,800
New +$1.59M 0.45% 42

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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

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.