Winslow Evans & Crocker’s JPMorgan Chase JPM.WS Stock Holding History

Winslow Evans & Crocker’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 Q1	–	Sell	-200	Closed	-$8.85K	–	1296
2016 Q4	$8.85K	Hold	200	–	–	﹤0.01%	912
2016 Q3	$4.93K	Hold	200	–	–	﹤0.01%	1061
2016 Q2	$4.05K	Hold	200	–	–	﹤0.01%	1078
2016 Q1	$3.54K	Hold	200	–	–	﹤0.01%	1091
2015 Q4	$4.74K	Hold	200	–	–	﹤0.01%	1084
2015 Q3	$3.98K	Hold	200	–	–	﹤0.01%	1074
2015 Q2	$4.95K	Hold	200	–	–	﹤0.01%	1084
2015 Q1	$4.4K	Hold	200	–	–	﹤0.01%	1061
2014 Q4	$4.16K	Hold	200	–	–	﹤0.01%	1078
2014 Q3	$4.02K	Hold	200	–	–	﹤0.01%	1142
2014 Q2	$3.87K	Hold	200	–	–	﹤0.01%	1082
2014 Q1	$4.04K	Hold	200	–	–	﹤0.01%	1072
2013 Q4	$4K	Buy	+200	New	+$3.49K	﹤0.01%	1205

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

VIA

Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 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

BIA

Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

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

Winslow Evans & Crocker's JPM.WS Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of JPMorgan Chase (JPM.WS) in Q1 2017, closing a stake of 200 shares — an estimated $8.85K sold.

Winslow Evans & Crocker first reported a position in JPM.WS in Q4 2013 and held it in 13 quarters. The position peaked at $8.85K in Q4 2016. 59 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2017.

Winslow Evans & Crocker reported no remaining JPMorgan Chase position as of Q1 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 200 JPMorgan Chase shares in Q1 2017, an estimated $8.85K.
Winslow Evans & Crocker first reported a position in JPMorgan Chase in Q4 2013 and held it in 13 quarters.
Winslow Evans & Crocker's JPMorgan Chase position peaked at $8.85K in Q4 2016.
59 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.