Neuberger Berman Canada’s JPMorgan Chase JPM Stock Holding History

Neuberger Berman 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
2017 Q3	$3.21M	Sell	33,586 -6,049	-15%	-$558K	0.59%	24
2017 Q2	$3.62M	Buy	39,635 +19,813	+100%	+$1.71M	0.68%	24
2017 Q1	$1.74M	Sell	19,822 -281	-1%	-$24.8K	0.34%	60
2016 Q4	$1.73M	Sell	20,103 -4,584	-19%	-$350K	0.44%	38
2016 Q3	$1.64M	Sell	24,687 -2,556	-9%	-$167K	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%	+$14.7K	0.59%	27
2015 Q4	$1.77M	Buy	26,781 +7,007	+35%	+$456K	0.7%	36
2015 Q3	$1.21M	Buy	+19,774	New	+$1.3M	0.53%	57
2014 Q2	–	Sell	-11,300	Closed	-$686K	–	272
2014 Q1	$686K	Sell	11,300 -18,200	-62%	-$1.05M	0.16%	178
2013 Q4	$1.73M	Buy	29,500 +11,850	+67%	+$649K	0.41%	85
2013 Q3	$912K	Buy	17,650 +9,150	+108%	+$491K	0.27%	112
2013 Q2	$449K	Buy	+8,500	New	+$432K	0.09%	221

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

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

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

Neuberger Berman Canada's JPM Position: Q3 2017 in Review

Neuberger Berman Canada reduced its JPMorgan Chase (JPM) stake by 15% in Q3 2017, selling an estimated $558K and leaving 33,586 shares worth $3.21M. The position accounts for 0.59% of the portfolio, ranked #24.

Neuberger Berman Canada first reported a position in JPM in Q2 2013 and has held it in 13 quarters since. The position peaked at $3.62M in Q2 2017. 2,202 funds tracked by Wall St. Rank hold JPM as of Q3 2017.

Neuberger Berman Canada held 33,586 shares of JPMorgan Chase worth $3.21M as of Q3 2017.
Neuberger Berman Canada sold 6,049 JPMorgan Chase shares in Q3 2017, an estimated $558K.
JPMorgan Chase made up 0.59% of Neuberger Berman Canada's portfolio in Q3 2017, its #24 holding.
Neuberger Berman Canada first reported a position in JPMorgan Chase in Q2 2013 and has held it in 13 quarters since.
Neuberger Berman Canada's JPMorgan Chase position peaked at $3.62M in Q2 2017.
2,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.