JP Morgan Chase
OTIV

JP Morgan Chase’s OTI On Track Innovations Ltd OTIV Stock Holding History

JP Morgan Chase’s Portfolio OTIV Stock Details OTIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,012
Closed -$10K – 5756
2017
Q4 		$10K Hold
7,012
– – ﹤0.01% 5264
2017
Q3 		$9K Hold
7,012
– – ﹤0.01% 4743
2017
Q2 		$9K Hold
7,012
– – ﹤0.01% 4685
2017
Q1 		$12K Buy
7,012
+12
+0.2% +$20 ﹤0.01% 4794
2016
Q4 		$12K Hold
7,000
– – ﹤0.01% 4779
2016
Q3 		$7K Buy
+7,000
New +$7.87K ﹤0.01% 4342

Other funds holding OTIV

SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return