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 – 5749
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 $549M AUM 179.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $177B AUM 39.86% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

JP Morgan Chase's OTIV Position: Q1 2018 in Review

JP Morgan Chase sold out of OTI On Track Innovations Ltd (OTIV) in Q1 2018, closing a stake of 7,012 shares — an estimated $10K sold.

JP Morgan Chase first reported a position in OTIV in Q3 2016 and held it in 6 quarters. The position peaked at $12K in Q1 2017. 25 funds tracked by Wall St. Rank hold OTIV as of Q1 2018.

  • JP Morgan Chase reported no remaining OTI On Track Innovations Ltd position as of Q1 2018 after selling out during the quarter.
  • JP Morgan Chase sold 7,012 OTI On Track Innovations Ltd shares in Q1 2018, an estimated $10K.
  • JP Morgan Chase first reported a position in OTI On Track Innovations Ltd in Q3 2016 and held it in 6 quarters.
  • JP Morgan Chase's OTI On Track Innovations Ltd position peaked at $12K in Q1 2017.
  • 25 funds tracked by Wall St. Rank held OTI On Track Innovations Ltd as of Q1 2018.

Based on JP Morgan Chase's 13F filing for Q1 2018, filed 10 May 2018.