Argonaut Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $610K | Hold |
10,000
| – | – | 2.05% | 18 |
|
|
2015
Q2 | $678K | Buy |
+10,000
| New | +$678K | 1.96% | 17 |
|
|
2015
Q1 | – | Sell |
-15,399
| Closed | -$964K | – | 25 |
|
|
2014
Q4 | $964K | Hold |
15,399
| – | – | 1.39% | 18 |
|
|
2014
Q3 | $928K | Hold |
15,399
| – | – | 1.26% | 17 |
|
|
2014
Q2 | $887K | Hold |
15,399
| – | – | 0.95% | 21 |
|
|
2014
Q1 | $935K | Hold |
15,399
| – | – | 0.63% | 13 |
|
|
2013
Q4 | $901K | Sell |
15,399
-5,601
| -27% | -$328K | 0.45% | 16 |
|
|
2013
Q3 | $1.09M | Buy |
21,000
+5,601
| +36% | +$289K | 1.22% | 6 |
|
|
2013
Q2 | $813K | Buy |
+15,399
| New | +$813K | 0.37% | 11 |
|