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

Wittenberg 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
2018 Q4	–	Sell	-15,100	Closed	-$1.1M	–	87
2018 Q3	$1.1M	Hold	15,100	–	–	0.45%	39
2018 Q2	$958K	Hold	15,100	–	–	0.4%	39
2018 Q1	$1.05M	Hold	15,100	–	–	0.45%	38
2017 Q4	$1M	Hold	15,100	–	–	0.44%	36
2017 Q3	$816K	Hold	15,100	–	–	0.35%	43
2017 Q2	$759K	Hold	15,100	–	–	0.35%	42
2017 Q1	$699K	Sell	15,100 -33,495	-69%	-$1.56M	0.34%	42
2016 Q4	$2.15M	Buy	+48,595	New	+$1.68M	0.98%	28

Wittenberg Investment Management's JPM.WS Position: Q4 2018 in Review

Wittenberg Investment Management sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 15,100 shares — an estimated $1.1M sold.

Wittenberg Investment Management first reported a position in JPM.WS in Q4 2016 and held it in 8 quarters. The position peaked at $2.15M in Q4 2016. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.

Wittenberg Investment Management reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Wittenberg Investment Management sold 15,100 JPMorgan Chase shares in Q4 2018, an estimated $1.1M.
Wittenberg Investment Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 8 quarters.
Wittenberg Investment Management's JPMorgan Chase position peaked at $2.15M in Q4 2016.
0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Wittenberg Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.