AHS
Aspiriant Holdings S3’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $5.89M | Buy |
89,168
+1,256
| +1% | +$82.9K | 2.53% | 4 |
|
|
2015
Q3 | $5.36M | Buy |
87,912
+1,230
| +1% | +$75K | 2.47% | 5 |
|
|
2015
Q2 | $5.87M | Sell |
86,682
-1,674
| -2% | -$113K | 2.34% | 7 |
|
|
2015
Q1 | $5.35M | Sell |
88,356
-21,515
| -20% | -$1.3M | 2.13% | 14 |
|
|
2014
Q4 | $6.88M | Buy |
109,871
+1,921
| +2% | +$120K | 2.84% | 3 |
|
|
2014
Q3 | $6.5M | Buy |
107,950
+2,015
| +2% | +$121K | 2.61% | 3 |
|
|
2014
Q2 | $6.1M | Buy |
105,935
+965
| +0.9% | +$55.6K | 2.43% | 4 |
|
|
2014
Q1 | $6.37M | Sell |
104,970
-6,695
| -6% | -$406K | 2.68% | 3 |
|
|
2013
Q4 | $6.53M | Sell |
111,665
-1,071
| -1% | -$62.6K | 2.57% | 5 |
|
|
2013
Q3 | $5.83M | Buy |
112,736
+2,896
| +3% | +$150K | 2.46% | 5 |
|
|
2013
Q2 | $5.8M | Buy |
+109,840
| New | +$5.8M | 2.61% | 2 |
|