Lombard Odier & Cie (Canada)’s JPMorgan Chase JPM Stock Holding History

Lombard Odier & Cie (Canada)’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$180K	Hold	2,708	–	–	0.51%	48
2016 Q2	$169K	Hold	2,708	–	–	0.59%	45
2016 Q1	$161K	Hold	2,708	–	–	0.43%	48
2015 Q4	$179K	Hold	2,708	–	–	0.46%	47
2015 Q3	$165K	Sell	2,708 -6,000	-69%	-$393K	0.44%	47
2015 Q2	$590K	Sell	8,708 -1,000	-10%	-$65.3K	1.28%	29
2015 Q1	$588K	Hold	9,708	–	–	0.92%	35
2014 Q4	$608K	Sell	9,708 -25,500	-72%	-$1.53M	0.87%	32
2014 Q3	$2.12M	Sell	35,208 -1,202	-3%	-$70.3K	1.37%	25
2014 Q2	$2.1M	Buy	36,410 +9,710	+36%	+$546K	1.37%	26
2014 Q1	$1.62M	Buy	26,700 +22,500	+536%	+$1.3M	1.25%	25
2013 Q4	$245K	Buy	+4,200	New	+$230K	0.24%	56

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lombard Odier & Cie (Canada)'s JPM Position: Q3 2016 in Review

Lombard Odier & Cie (Canada) held its JPMorgan Chase (JPM) position steady in Q3 2016 at 2,708 shares worth $180K. The position accounts for 0.51% of the portfolio, ranked #48.

Lombard Odier & Cie (Canada) first reported a position in JPM in Q4 2013 and has held it in 12 quarters since. The position peaked at $2.12M in Q3 2014. 1,924 funds tracked by Wall St. Rank hold JPM as of Q3 2016.

Lombard Odier & Cie (Canada) held 2,708 shares of JPMorgan Chase worth $180K as of Q3 2016.
Lombard Odier & Cie (Canada) left its JPMorgan Chase share count unchanged in Q3 2016.
JPMorgan Chase made up 0.51% of Lombard Odier & Cie (Canada)'s portfolio in Q3 2016, its #48 holding.
Lombard Odier & Cie (Canada) first reported a position in JPMorgan Chase in Q4 2013 and has held it in 12 quarters since.
Lombard Odier & Cie (Canada)'s JPMorgan Chase position peaked at $2.12M in Q3 2014.
1,924 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2016.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.