ARS Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-54,878
| Closed | -$6.04M | – | 137 |
|
|
2018
Q1 | $6.04M | Buy |
54,878
+1,617
| +3% | +$178K | 0.74% | 42 |
|
|
2017
Q4 | $5.7M | Buy |
53,261
+304
| +0.6% | +$32.5K | 0.69% | 42 |
|
|
2017
Q3 | $5.06M | Buy |
52,957
+1,484
| +3% | +$142K | 0.65% | 41 |
|
|
2017
Q2 | $4.71M | Sell |
51,473
-1,231
| -2% | -$113K | 0.65% | 45 |
|
|
2017
Q1 | $4.63M | Sell |
52,704
-345
| -0.7% | -$30.3K | 0.67% | 42 |
|
|
2016
Q4 | $4.58M | Buy |
+53,049
| New | +$4.58M | 0.7% | 45 |
|