NERM
JPM.PRD.CL

New England Research & Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

New England Research & Management’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-24,300
Closed -$628K – 188
2016
Q3 		$628K Buy
24,300
+1,000
+4% +$26K 0.53% 68
2016
Q2 		$604K Buy
+23,300
New +$594K 0.52% 60

Other funds holding JPM.PRD.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return

New England Research & Management's JPM.PRD.CL Position: Q4 2016 in Review

New England Research & Management sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q4 2016, closing a stake of 24,300 shares — an estimated $628K sold.

New England Research & Management first reported a position in JPM.PRD.CL in Q2 2016 and held it in 2 quarters. The position peaked at $628K in Q3 2016. 9 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q4 2016.

  • New England Research & Management reported no remaining JPMorgan Chase & Co. position as of Q4 2016 after selling out during the quarter.
  • New England Research & Management sold 24,300 JPMorgan Chase & Co. shares in Q4 2016, an estimated $628K.
  • New England Research & Management first reported a position in JPMorgan Chase & Co. in Q2 2016 and held it in 2 quarters.
  • New England Research & Management's JPMorgan Chase & Co. position peaked at $628K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2016.

Based on New England Research & Management's 13F filing for Q4 2016, filed 6 Feb 2017.