Northwestern Mutual Wealth Management
JPM.WS

Northwestern Mutual Wealth Management’s JPMorgan Chase JPM.WS Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$10K – 1929
2014
Q4 		$10K Hold
500
– – ﹤0.01% 1085
2014
Q3 		$10K Buy
+500
New +$9.68K ﹤0.01% 929

Other funds holding JPM.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SCM
Sirios Capital Management Boston, Massachusetts $825M AUM 50.18% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPM.WS Position: Q1 2015 in Review

Northwestern Mutual Wealth Management sold out of JPMorgan Chase (JPM.WS) in Q1 2015, closing a stake of 500 shares — an estimated $10K sold.

Northwestern Mutual Wealth Management first reported a position in JPM.WS in Q3 2014 and held it in 2 quarters. The position peaked at $10K in Q4 2014. 56 funds tracked by Wall St. Rank hold JPM.WS as of Q1 2015.

  • Northwestern Mutual Wealth Management reported no remaining JPMorgan Chase position as of Q1 2015 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 500 JPMorgan Chase shares in Q1 2015, an estimated $10K.
  • Northwestern Mutual Wealth Management first reported a position in JPMorgan Chase in Q3 2014 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's JPMorgan Chase position peaked at $10K in Q4 2014.
  • 56 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2015.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2015, filed 15 May 2015.