SEC 13F Intelligence

Nwq Investment Management Company, LLC / JPM

Nwq Investment Management Company, LLC’s Jpmorgan Chase & Co Position

Does Nwq Investment Management Company, LLC own Jpmorgan Chase & Co (JPM)? Yes — 523.7K shares worth $50M (+2.28% of its 13F portfolio) as of Q3 2020, down from 554.4K shares the prior filed quarter.

Position Value
$50M
Q3 2020
Shares
523.7K
% of Portfolio
+2.28%
Quarters Held
8
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $77MQ4 ’18Q1 ’19: $77MQ1 ’19Q2 ’19: $82MQ2 ’19Q3 ’19: $82MQ3 ’19Q4 ’19: $88MQ4 ’19Q1 ’20: $55MQ1 ’20Q2 ’20: $52MQ2 ’20Q3 ’20: $50MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020523.7K$50M+2.28%
Q2 2020554.4K$52M+1.74%
Q1 2020607.4K$55M+2.20%
Q4 2019631.5K$88M+2.19%
Q3 2019695.8K$82M+1.99%
Q2 2019732.3K$82M+1.84%
Q1 2019762.8K$77M+1.68%
Q4 2018792.0K$77M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nwq Investment Management Company, LLC’s full portfolio or all institutional holders of JPM.