Acrospire Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$91K | – | 736 |
|
|
2017
Q2 | $91K | Buy |
1,000
+500
| +100% | +$45.5K | 0.09% | 303 |
|
|
2017
Q1 | $44K | Buy |
+500
| New | +$44K | 0.04% | 1061 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$13K | – | 2324 |
|
|
2016
Q3 | $13K | Sell |
200
-1,300
| -87% | -$84.5K | 0.01% | 1632 |
|
|
2016
Q2 | $93K | Sell |
1,500
-300
| -17% | -$18.6K | 0.07% | 520 |
|
|
2016
Q1 | $107K | Buy |
+1,800
| New | +$107K | 0.07% | 282 |
|