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NWQ Investment Management Company’s JPMorgan Chase JPM Stock Holding History

NWQ Investment Management Company’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
2020
Q3 		$50.4M Sell
523,739
-30,689
-6% -$3.01M 2.28% 4
2020
Q2 		$52.1K Sell
554,428
-53,020
-9% -$5.03M 1.74% 7
2020
Q1 		$54.7M Sell
607,448
-24,026
-4% -$2.92M 2.2% 6
2019
Q4 		$88M Sell
631,474
-64,315
-9% -$8.25M 2.19% 4
2019
Q3 		$81.9M Sell
695,789
-36,494
-5% -$4.13M 1.98% 6
2019
Q2 		$81.9M Sell
732,283
-30,482
-4% -$3.36M 1.84% 6
2019
Q1 		$77.2M Sell
762,765
-29,213
-4% -$3.01M 1.68% 8
2018
Q4 		$77.3M Sell
791,978
-23,720
-3% -$2.53M 1.83% 6
2018
Q3 		$88.9M Sell
815,698
-30,553
-4% -$3.47M 1.76% 5
2018
Q2 		$88.2M Sell
846,251
-312,924
-27% -$34.3M 1.59% 10
2018
Q1 		$127M Sell
1,159,175
-158,421
-12% -$17.9M 2.06% 4
2017
Q4 		$141M Sell
1,317,596
-64,357
-5% -$6.52M 1.83% 6
2017
Q3 		$132M Sell
1,381,953
-238,445
-15% -$22M 1.61% 6
2017
Q2 		$148M Sell
1,620,398
-83,524
-5% -$7.21M 2.05% 4
2017
Q1 		$154M Sell
1,703,922
-88,776
-5% -$7.83M 2.03% 4
2016
Q4 		$155M Sell
1,792,698
-121,930
-6% -$9.3M 2.1% 5
2016
Q3 		$127M Buy
1,914,628
+167,957
+10% +$11M 1.85% 5
2016
Q2 		$109M Sell
1,746,671
-260,649
-13% -$16.3M 1.86% 9
2016
Q1 		$119M Sell
2,007,320
-74,848
-4% -$4.37M 1.85% 7
2015
Q4 		$137M Sell
2,082,168
-104,168
-5% -$6.78M 2.13% 6
2015
Q3 		$133M Sell
2,186,336
-88,242
-4% -$5.78M 2.05% 5
2015
Q2 		$149M Sell
2,274,578
-287,829
-11% -$18.8M 2.07% 4
2015
Q1 		$155M Sell
2,562,407
-172,024
-6% -$10.2M 1.94% 9
2014
Q4 		$171M Sell
2,734,431
-489,627
-15% -$29.5M 2.05% 10
2014
Q3 		$191M Sell
3,224,058
-228,223
-7% -$13.3M 2.1% 10
2014
Q2 		$199M Sell
3,452,281
-723,791
-17% -$40.7M 2% 15
2014
Q1 		$254M Sell
4,176,072
-212,949
-5% -$12.3M 2.21% 15
2013
Q4 		$257M Buy
4,389,021
+723,065
+20% +$39.6M 2.25% 14
2013
Q3 		$189M Sell
3,665,956
-475,466
-11% -$25.5M 1.8% 21
2013
Q2 		$219M Buy
+4,141,422
New +$211M 1.9% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NWQ Investment Management Company's JPM Position: Q3 2020 in Review

NWQ Investment Management Company reduced its JPMorgan Chase (JPM) stake by 5.5% in Q3 2020, selling an estimated $3.01M and leaving 523,739 shares worth $50.4M. The position accounts for 2.28% of the portfolio, ranked #4.

NWQ Investment Management Company first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $257M in Q4 2013. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • NWQ Investment Management Company held 523,739 shares of JPMorgan Chase worth $50.4M as of Q3 2020.
  • NWQ Investment Management Company sold 30,689 JPMorgan Chase shares in Q3 2020, an estimated $3.01M.
  • JPMorgan Chase made up 2.28% of NWQ Investment Management Company's portfolio in Q3 2020, its #4 holding.
  • NWQ Investment Management Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • NWQ Investment Management Company's JPMorgan Chase position peaked at $257M in Q4 2013.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.