YP
JPM.WS

Yellowstone Partners’s JPMorgan Chase JPM.WS Stock Holding History

Yellowstone Partners’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
2016
Q3 		$229K Buy
+9,300
New +$218K 0.08% 195

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
Capital World Investors
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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Yellowstone Partners's JPM.WS Position: Q3 2016 in Review

Yellowstone Partners opened a new position in JPMorgan Chase (JPM.WS) in Q3 2016: 9,300 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings.

66 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2016.

  • Yellowstone Partners held 9,300 shares of JPMorgan Chase worth $229K as of Q3 2016.
  • JPMorgan Chase was a new Yellowstone Partners position in Q3 2016.
  • JPMorgan Chase made up 0.08% of Yellowstone Partners's portfolio in Q3 2016, its #195 holding.
  • 66 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Yellowstone Partners's 13F filing for Q3 2016, filed 27 Oct 2016.