Northwestern Mutual Investment Services’s JPMorgan Chase JPM Stock Holding History

Northwestern Mutual Investment Services’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
2016 Q1	–	Sell	-62	Closed	-$4K	–	46
2015 Q4	$4K	Sell	62 -75	-55%	-$4.88K	﹤0.01%	48
2015 Q3	$8K	Buy	137 +116	+552%	+$7.6K	﹤0.01%	49
2015 Q2	$1K	Buy	+21	New	+$1.37K	﹤0.01%	71
2014 Q4	–	Sell	-250	Closed	-$15K	–	139
2014 Q3	$15K	Sell	250 -25	-9%	-$1.46K	0.01%	32
2014 Q2	$16K	Buy	275 +100	+57%	+$5.62K	0.01%	32
2014 Q1	$11K	Buy	+175	New	+$10.1K	﹤0.01%	23

Other funds holding JPM

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

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

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

Northwestern Mutual Investment Services's JPM Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of JPMorgan Chase (JPM) in Q1 2016, closing a stake of 62 shares — an estimated $4K sold.

Northwestern Mutual Investment Services first reported a position in JPM in Q1 2014 and held it in 6 quarters. The position peaked at $16K in Q2 2014. 1,904 funds tracked by Wall St. Rank hold JPM as of Q1 2016.

Northwestern Mutual Investment Services reported no remaining JPMorgan Chase position as of Q1 2016 after selling out during the quarter.
Northwestern Mutual Investment Services sold 62 JPMorgan Chase shares in Q1 2016, an estimated $4K.
Northwestern Mutual Investment Services first reported a position in JPMorgan Chase in Q1 2014 and held it in 6 quarters.
Northwestern Mutual Investment Services's JPMorgan Chase position peaked at $16K in Q2 2014.
1,904 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.