TAM
JPM.PRD.CL

Tocqueville Asset Management’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Tocqueville Asset Management’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,000
Closed -$92K – 1452
2014
Q2 		$92K Buy
+4,000
New +$90.7K ﹤0.01% 1175

Other funds holding JPM.PRD.CL

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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tocqueville Asset Management's JPM.PRD.CL Position: Q3 2014 in Review

Tocqueville Asset Management sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q3 2014, closing a stake of 4,000 shares — an estimated $92K sold.

Tocqueville Asset Management first reported a position in JPM.PRD.CL in Q2 2014 and held it in 1 quarter. The position peaked at $92K in Q2 2014. 10 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q3 2014.

  • Tocqueville Asset Management reported no remaining JPMorgan Chase & Co. position as of Q3 2014 after selling out during the quarter.
  • Tocqueville Asset Management sold 4,000 JPMorgan Chase & Co. shares in Q3 2014, an estimated $92K.
  • Tocqueville Asset Management first reported a position in JPMorgan Chase & Co. in Q2 2014 and held it in 1 quarter.
  • Tocqueville Asset Management's JPMorgan Chase & Co. position peaked at $92K in Q2 2014.
  • 10 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q3 2014.

Based on Tocqueville Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.