AMI Investment Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-90,620
| Closed | -$4.01M | – | 46 |
|
|
2016
Q4 | $4.01M | Sell |
90,620
-825
| -0.9% | -$36.5K | 2.66% | 13 |
|
|
2016
Q3 | $2.25M | Hold |
91,445
| – | – | 1.59% | 26 |
|
|
2016
Q2 | $1.85M | Hold |
91,445
| – | – | 1.37% | 26 |
|
|
2016
Q1 | $1.62M | Hold |
91,445
| – | – | 1.26% | 28 |
|
|
2015
Q4 | $2.17M | Hold |
91,445
| – | – | 1.71% | 24 |
|
|
2015
Q3 | $1.82M | Hold |
91,445
| – | – | 1.59% | 27 |
|
|
2015
Q2 | $2.26M | Sell |
91,445
-375
| -0.4% | -$9.28K | 1.87% | 22 |
|
|
2015
Q1 | $2.02M | Buy |
91,820
+450
| +0.5% | +$9.91K | 1.61% | 25 |
|
|
2014
Q4 | $1.9M | Sell |
91,370
-80
| -0.1% | -$1.66K | 1.55% | 23 |
|
|
2014
Q3 | $1.84M | Buy |
+91,450
| New | +$1.84M | 1.57% | 22 |
|
|
2014
Q2 | – | Sell |
-91,225
| Closed | -$1.84M | – | 38 |
|
|
2014
Q1 | $1.84M | Hold |
91,225
| – | – | 1.57% | 21 |
|
|
2013
Q4 | $1.77M | Buy |
+91,225
| New | +$1.77M | 1.54% | 23 |
|
|
2013
Q3 | – | Sell |
-91,825
| Closed | -$1.43M | – | 38 |
|
|
2013
Q2 | $1.43M | Buy |
+91,825
| New | +$1.43M | 1.31% | 24 |
|