Athena Global Investors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $470K | Sell |
5,351
-5,138
| -49% | -$451K | 1.41% | 28 |
|
|
2016
Q4 | $905K | Hold |
10,489
| – | – | 2.2% | 20 |
|
|
2016
Q3 | $698K | Sell |
10,489
-20,458
| -66% | -$1.36M | 1.81% | 23 |
|
|
2016
Q2 | $1.92M | Sell |
30,947
-30,043
| -49% | -$1.87M | 2.96% | 14 |
|
|
2016
Q1 | $3.61M | Buy |
60,990
+24,282
| +66% | +$1.44M | 3.72% | 11 |
|
|
2015
Q4 | $2.42M | Hold |
36,708
| – | – | 2.32% | 19 |
|
|
2015
Q3 | $2.24M | Hold |
36,708
| – | – | 2.27% | 20 |
|
|
2015
Q2 | $2.49M | Sell |
36,708
-13,280
| -27% | -$900K | 2.24% | 20 |
|
|
2015
Q1 | $3.03M | Sell |
49,988
-2,000
| -4% | -$121K | 2.14% | 20 |
|
|
2014
Q4 | $3.25M | Sell |
51,988
-53,495
| -51% | -$3.35M | 2.23% | 23 |
|
|
2014
Q3 | $6.35M | Hold |
105,483
| – | – | 2.9% | 18 |
|
|
2014
Q2 | $6.08M | Buy |
105,483
+28,511
| +37% | +$1.64M | 2.7% | 21 |
|
|
2014
Q1 | $4.67M | Buy |
+76,972
| New | +$4.67M | 2.82% | 19 |
|