AI
Analytic Investors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $16.2M | Sell |
242,534
-342,684
| -59% | -$22.8M | 0.18% | 122 |
|
|
2016
Q2 | $36.4M | Sell |
585,218
-43,779
| -7% | -$2.72M | 0.43% | 68 |
|
|
2016
Q1 | $37.2M | Buy |
628,997
+272,545
| +76% | +$16.1M | 0.45% | 64 |
|
|
2015
Q4 | $23.5M | Buy |
356,452
+111,280
| +45% | +$7.35M | 0.29% | 87 |
|
|
2015
Q3 | $14.9M | Sell |
245,172
-250,632
| -51% | -$15.3M | 0.2% | 114 |
|
|
2015
Q2 | $33.6M | Sell |
495,804
-212,614
| -30% | -$14.4M | 0.47% | 58 |
|
|
2015
Q1 | $42.9M | Sell |
708,418
-208,643
| -23% | -$12.6M | 0.59% | 49 |
|
|
2014
Q4 | $57.4M | Buy |
917,061
+362,669
| +65% | +$22.7M | 0.82% | 33 |
|
|
2014
Q3 | $33.4M | Buy |
554,392
+108,090
| +24% | +$6.51M | 0.48% | 64 |
|
|
2014
Q2 | $25.7M | Sell |
446,302
-193,462
| -30% | -$11.1M | 0.42% | 71 |
|
|
2014
Q1 | $38.8M | Sell |
639,764
-271,686
| -30% | -$16.5M | 0.59% | 49 |
|
|
2013
Q4 | $53.3M | Buy |
911,450
+530,156
| +139% | +$31M | 0.88% | 32 |
|
|
2013
Q3 | $19.7M | Buy |
381,294
+374,606
| +5,601% | +$19.4M | 0.32% | 99 |
|
|
2013
Q2 | $353K | Buy |
+6,688
| New | +$353K | 0.01% | 481 |
|