ACR Alpine Capital Research’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,000
| Closed | -$99K | – | 28 |
|
|
2016
Q3 | $99K | Hold |
4,000
| – | – | 0.01% | 28 |
|
|
2016
Q2 | $81K | Hold |
4,000
| – | – | 0.01% | 28 |
|
|
2016
Q1 | $71K | Hold |
4,000
| – | – | 0.01% | 26 |
|
|
2015
Q4 | $95K | Hold |
4,000
| – | – | 0.01% | 24 |
|
|
2015
Q3 | $80K | Hold |
4,000
| – | – | 0.01% | 23 |
|
|
2015
Q2 | $99K | Hold |
4,000
| – | – | 0.01% | 21 |
|
|
2015
Q1 | $88K | Hold |
4,000
| – | – | 0.01% | 21 |
|
|
2014
Q4 | $83K | Sell |
4,000
-38,000
| -90% | -$789K | 0.01% | 19 |
|
|
2014
Q3 | $845K | Hold |
42,000
| – | – | 0.13% | 15 |
|
|
2014
Q2 | $812K | Hold |
42,000
| – | – | 0.12% | 14 |
|
|
2014
Q1 | $848K | Hold |
42,000
| – | – | 0.14% | 15 |
|
|
2013
Q4 | $814K | Hold |
42,000
| – | – | 0.16% | 14 |
|
|
2013
Q3 | $704K | Hold |
42,000
| – | – | 0.16% | 16 |
|
|
2013
Q2 | $655K | Buy |
+42,000
| New | +$655K | 0.15% | 18 |
|