Neuberger Berman Group’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,375
| Closed | -$318K | – | 1720 |
|
|
2018
Q3 | $318K | Hold |
4,375
| – | – | ﹤0.01% | 1418 |
|
|
2018
Q2 | $278K | Hold |
4,375
| – | – | ﹤0.01% | 1546 |
|
|
2018
Q1 | $304K | Hold |
4,375
| – | – | ﹤0.01% | 1473 |
|
|
2017
Q4 | $291K | Hold |
4,375
| – | – | ﹤0.01% | 1564 |
|
|
2017
Q3 | $237K | Sell |
4,375
-8,875
| -67% | -$452K | ﹤0.01% | 1475 |
|
|
2017
Q2 | $666K | Sell |
13,250
-25,625
| -66% | -$1.16M | ﹤0.01% | 1248 |
|
|
2017
Q1 | $1.8M | Hold |
38,875
| – | – | ﹤0.01% | 1024 |
|
|
2016
Q4 | $1.72M | Sell |
38,875
-2,850
| -7% | -$98.5K | ﹤0.01% | 1026 |
|
|
2016
Q3 | $1.03M | Hold |
41,725
| – | – | ﹤0.01% | 1097 |
|
|
2016
Q2 | $845K | Hold |
41,725
| – | – | ﹤0.01% | 1134 |
|
|
2016
Q1 | $739K | Sell |
41,725
-298,650
| -88% | -$5.33M | ﹤0.01% | 1165 |
|
|
2015
Q4 | $8.06M | Buy |
340,375
+81,150
| +31% | +$1.88M | 0.01% | 799 |
|
|
2015
Q3 | $5.16M | Buy |
259,225
+2,000
| +0.8% | +$47.5K | 0.01% | 879 |
|
|
2015
Q2 | $6.37M | Buy |
257,225
+190,375
| +285% | +$4.63M | 0.01% | 901 |
|
|
2015
Q1 | $1.47M | Buy |
66,850
+24,350
| +57% | +$470K | ﹤0.01% | 1128 |
|
|
2014
Q4 | $884K | Buy |
+42,500
| New | +$830K | ﹤0.01% | 1245 |
|
Neuberger Berman Group's JPM.WS Position: Q4 2018 in Review
Neuberger Berman Group sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 4,375 shares — an estimated $318K sold.
Neuberger Berman Group first reported a position in JPM.WS in Q4 2014 and held it in 16 quarters. The position peaked at $8.06M in Q4 2015. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- Neuberger Berman Group reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- Neuberger Berman Group sold 4,375 JPMorgan Chase shares in Q4 2018, an estimated $318K.
- Neuberger Berman Group first reported a position in JPMorgan Chase in Q4 2014 and held it in 16 quarters.
- Neuberger Berman Group's JPMorgan Chase position peaked at $8.06M in Q4 2015.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on Neuberger Berman Group's 13F filing for Q4 2018, filed 12 Feb 2019.