JPM.WS
Neuberger Berman Group’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,375
| Closed | -$318K | – | 1711 |
|
|
2018
Q3 | $318K | Hold |
4,375
| – | – | ﹤0.01% | 1411 |
|
|
2018
Q2 | $278K | Hold |
4,375
| – | – | ﹤0.01% | 1544 |
|
|
2018
Q1 | $304K | Hold |
4,375
| – | – | ﹤0.01% | 1466 |
|
|
2017
Q4 | $291K | Hold |
4,375
| – | – | ﹤0.01% | 1562 |
|
|
2017
Q3 | $237K | Sell |
4,375
-8,875
| -67% | -$481K | ﹤0.01% | 1468 |
|
|
2017
Q2 | $666K | Sell |
13,250
-25,625
| -66% | -$1.29M | ﹤0.01% | 1239 |
|
|
2017
Q1 | $1.8M | Hold |
38,875
| – | – | ﹤0.01% | 1017 |
|
|
2016
Q4 | $1.72M | Sell |
38,875
-2,850
| -7% | -$126K | ﹤0.01% | 1019 |
|
|
2016
Q3 | $1.03M | Hold |
41,725
| – | – | ﹤0.01% | 1092 |
|
|
2016
Q2 | $845K | Hold |
41,725
| – | – | ﹤0.01% | 1132 |
|
|
2016
Q1 | $739K | Sell |
41,725
-298,650
| -88% | -$5.29M | ﹤0.01% | 1162 |
|
|
2015
Q4 | $8.06M | Buy |
340,375
+81,150
| +31% | +$1.92M | 0.01% | 799 |
|
|
2015
Q3 | $5.16M | Buy |
259,225
+2,000
| +0.8% | +$39.8K | 0.01% | 878 |
|
|
2015
Q2 | $6.37M | Buy |
257,225
+190,375
| +285% | +$4.71M | 0.01% | 901 |
|
|
2015
Q1 | $1.47M | Buy |
66,850
+24,350
| +57% | +$536K | ﹤0.01% | 1127 |
|
|
2014
Q4 | $884K | Buy |
+42,500
| New | +$884K | ﹤0.01% | 1244 |
|