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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	$50.4M	Sell	523,739 -30,689	-6%	-$2.95M	2.28%	4
2020 Q2	$52.1K	Sell	554,428 -53,020	-9%	-$4.99K	1.74%	7
2020 Q1	$54.7M	Sell	607,448 -24,026	-4%	-$2.16M	2.2%	6
2019 Q4	$88M	Sell	631,474 -64,315	-9%	-$8.97M	2.19%	4
2019 Q3	$81.9M	Sell	695,789 -36,494	-5%	-$4.29M	1.98%	6
2019 Q2	$81.9M	Sell	732,283 -30,482	-4%	-$3.41M	1.84%	6
2019 Q1	$77.2M	Sell	762,765 -29,213	-4%	-$2.96M	1.68%	8
2018 Q4	$77.3M	Sell	791,978 -23,720	-3%	-$2.32M	1.83%	6
2018 Q3	$88.9M	Sell	815,698 -30,553	-4%	-$3.33M	1.76%	5
2018 Q2	$88.2M	Sell	846,251 -312,924	-27%	-$32.6M	1.59%	10
2018 Q1	$127M	Sell	1,159,175 -158,421	-12%	-$17.4M	2.06%	4
2017 Q4	$141M	Sell	1,317,596 -64,357	-5%	-$6.88M	1.83%	6
2017 Q3	$132M	Sell	1,381,953 -238,445	-15%	-$22.8M	1.61%	6
2017 Q2	$148M	Sell	1,620,398 -83,524	-5%	-$7.63M	2.05%	4
2017 Q1	$154M	Sell	1,703,922 -88,776	-5%	-$8.04M	2.03%	4
2016 Q4	$155M	Sell	1,792,698 -121,930	-6%	-$10.5M	2.1%	5
2016 Q3	$127M	Buy	1,914,628 +167,957	+10%	+$11.2M	1.85%	5
2016 Q2	$109M	Sell	1,746,671 -260,649	-13%	-$16.2M	1.86%	9
2016 Q1	$119M	Sell	2,007,320 -74,848	-4%	-$4.43M	1.85%	7
2015 Q4	$137M	Sell	2,082,168 -104,168	-5%	-$6.88M	2.13%	6
2015 Q3	$133M	Sell	2,186,336 -88,242	-4%	-$5.38M	2.05%	5
2015 Q2	$149M	Sell	2,274,578 -287,829	-11%	-$18.9M	2.07%	4
2015 Q1	$155M	Sell	2,562,407 -172,024	-6%	-$10.4M	1.94%	9
2014 Q4	$171M	Sell	2,734,431 -489,627	-15%	-$30.6M	2.05%	10
2014 Q3	$191M	Sell	3,224,058 -228,223	-7%	-$13.5M	2.1%	10
2014 Q2	$199M	Sell	3,452,281 -723,791	-17%	-$41.7M	2%	15
2014 Q1	$254M	Sell	4,176,072 -212,949	-5%	-$12.9M	2.21%	15
2013 Q4	$257M	Buy	4,389,021 +723,065	+20%	+$42.3M	2.25%	14
2013 Q3	$189M	Sell	3,665,956 -475,466	-11%	-$24.6M	1.8%	21
2013 Q2	$219M	Buy	+4,141,422	New	+$219M	1.9%	21