ZDA
JPM.WS

Zweig-DiMenna Associates’s JPMorgan Chase JPM.WS Stock Holding History

Zweig-DiMenna Associates’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
2014
Q2 		– Sell
-215,155
Closed -$4.35M – 314
2014
Q1 		$4.35M Hold
215,155
– – 0.26% 101
2013
Q4 		$4.17M Sell
215,155
-1,845
-0.9% -$32.2K 0.15% 122
2013
Q3 		$3.64M Sell
217,000
-172,165
-44% -$2.9M 0.15% 130
2013
Q2 		$6.07M Buy
+389,165
New +$5.7M 0.25% 116

Other funds holding JPM.WS

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Zweig-DiMenna Associates's JPM.WS Position: Q2 2014 in Review

Zweig-DiMenna Associates sold out of JPMorgan Chase (JPM.WS) in Q2 2014, closing a stake of 215,155 shares — an estimated $4.35M sold.

Zweig-DiMenna Associates first reported a position in JPM.WS in Q2 2013 and held it in 4 quarters. The position peaked at $6.07M in Q2 2013. 58 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2014.

  • Zweig-DiMenna Associates reported no remaining JPMorgan Chase position as of Q2 2014 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 215,155 JPMorgan Chase shares in Q2 2014, an estimated $4.35M.
  • Zweig-DiMenna Associates first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • Zweig-DiMenna Associates's JPMorgan Chase position peaked at $6.07M in Q2 2013.
  • 58 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2014.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2014, filed 12 Aug 2014.