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Western Standard LLC’s JPMorgan Chase JPM Stock Holding History

Western Standard LLC’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,484
Closed -$844K – 49
2018
Q3 		$844K Buy
7,484
+734
+11% +$83.3K 0.75% 30
2018
Q2 		$703K Hold
6,750
– – 0.71% 35
2018
Q1 		$742K Sell
6,750
-550
-8% -$62.3K 0.66% 37
2017
Q4 		$781K Hold
7,300
– – 0.91% 34
2017
Q3 		$697K Hold
7,300
– – 0.92% 23
2017
Q2 		$667K Buy
+7,300
New +$630K 0.91% 24

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Standard LLC's JPM Position: Q4 2018 in Review

Western Standard LLC sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 7,484 shares — an estimated $844K sold.

Western Standard LLC first reported a position in JPM in Q2 2017 and held it in 6 quarters. The position peaked at $844K in Q3 2018. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

  • Western Standard LLC reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
  • Western Standard LLC sold 7,484 JPMorgan Chase shares in Q4 2018, an estimated $844K.
  • Western Standard LLC first reported a position in JPMorgan Chase in Q2 2017 and held it in 6 quarters.
  • Western Standard LLC's JPMorgan Chase position peaked at $844K in Q3 2018.
  • 2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Western Standard LLC's 13F filing for Q4 2018, filed 14 Feb 2019.