NFA
Nuveen Fund Advisors’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-2,558
| Closed | -$274K | – | 282 |
|
2017
Q4 | $274K | Sell |
2,558
-7,562
| -75% | -$810K | 0.08% | 242 |
|
2017
Q3 | $967K | Sell |
10,120
-4,590
| -31% | -$439K | 0.2% | 155 |
|
2017
Q2 | $1.34M | Sell |
14,710
-29,328
| -67% | -$2.68M | 0.21% | 150 |
|
2017
Q1 | $3.87M | Sell |
44,038
-25,369
| -37% | -$2.23M | 0.51% | 58 |
|
2016
Q4 | $5.99M | Sell |
69,407
-7,241
| -9% | -$625K | 0.86% | 17 |
|
2016
Q3 | $5.1M | Sell |
76,648
-9,465
| -11% | -$630K | 0.71% | 27 |
|
2016
Q2 | $5.35M | Buy |
+86,113
| New | +$5.35M | 0.83% | 28 |
|