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Advance Capital I’s JPMorgan Chase JPM Stock Holding History

Advance Capital I’s Portfolio JPM Stock Details JPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-21,750
Closed -$1.27M – 228
2013
Q4 		$1.27M Buy
21,750
+3,150
+17% +$184K 0.61% 20
2013
Q3 		$961K Buy
+18,600
New +$961K 0.49% 36