NBC
Neuberger Berman Canada’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.21M | Sell |
33,586
-6,049
| -15% | -$578K | 0.59% | 24 |
|
|
2017
Q2 | $3.62M | Buy |
39,635
+19,813
| +100% | +$1.81M | 0.68% | 24 |
|
|
2017
Q1 | $1.74M | Sell |
19,822
-281
| -1% | -$24.7K | 0.34% | 60 |
|
|
2016
Q4 | $1.73M | Sell |
20,103
-4,584
| -19% | -$395K | 0.44% | 32 |
|
|
2016
Q3 | $1.64M | Sell |
24,687
-2,556
| -9% | -$170K | 0.5% | 34 |
|
|
2016
Q2 | $1.69M | Buy |
27,243
+210
| +0.8% | +$13.1K | 0.54% | 24 |
|
|
2016
Q1 | $1.6M | Buy |
27,033
+252
| +0.9% | +$14.9K | 0.59% | 27 |
|
|
2015
Q4 | $1.77M | Buy |
26,781
+7,007
| +35% | +$463K | 0.7% | 36 |
|
|
2015
Q3 | $1.21M | Buy |
+19,774
| New | +$1.21M | 0.53% | 57 |
|
|
2014
Q2 | – | Sell |
-11,300
| Closed | -$686K | – | 270 |
|
|
2014
Q1 | $686K | Sell |
11,300
-18,200
| -62% | -$1.1M | 0.16% | 172 |
|
|
2013
Q4 | $1.73M | Buy |
29,500
+11,850
| +67% | +$693K | 0.41% | 79 |
|
|
2013
Q3 | $912K | Buy |
17,650
+9,150
| +108% | +$473K | 0.27% | 106 |
|
|
2013
Q2 | $449K | Buy |
+8,500
| New | +$449K | 0.09% | 214 |
|