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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
Q2 		– Sell
-50
Closed -$1K – 336
2017
Q1 		$1K Buy
+50
New +$4.41K ﹤0.01% 305

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
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.