ADAR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $602K | Hold |
10,000
| – | – | 16.07% | 1 |
|
|
2014
Q2 | $576K | Buy |
10,000
+7,000
| +233% | +$403K | 18.33% | 1 |
|
|
2014
Q1 | $182K | Sell |
3,000
-34,701
| -92% | -$2.11M | 7.71% | 5 |
|
|
2013
Q4 | $2.21M | Sell |
37,701
-88
| -0.2% | -$5.15K | 12.03% | 1 |
|
|
2013
Q3 | $1.95M | Sell |
37,789
-464,383
| -92% | -$24M | 0.59% | 27 |
|
|
2013
Q2 | $26.5M | Buy |
+502,172
| New | +$26.5M | 6.14% | 4 |
|