Atherton Lane Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $32M | Buy |
484,166
+41,950
| +9% | +$2.77M | 1.86% | 15 |
|
|
2015
Q3 | $27M | Buy |
442,216
+6,176
| +1% | +$377K | 1.68% | 20 |
|
|
2015
Q2 | $29.5M | Buy |
436,040
+3,885
| +0.9% | +$263K | 1.64% | 18 |
|
|
2015
Q1 | $26.2M | Buy |
432,155
+720
| +0.2% | +$43.6K | 1.41% | 25 |
|
|
2014
Q4 | $27M | Sell |
431,435
-23,429
| -5% | -$1.47M | 1.48% | 22 |
|
|
2014
Q3 | $27.4M | Sell |
454,864
-11,451
| -2% | -$690K | 1.56% | 16 |
|
|
2014
Q2 | $26.9M | Sell |
466,315
-25,473
| -5% | -$1.47M | 1.49% | 20 |
|
|
2014
Q1 | $29.9M | Buy |
491,788
+3,367
| +0.7% | +$204K | 1.85% | 8 |
|
|
2013
Q4 | $28.6M | Buy |
488,421
+2,010
| +0.4% | +$118K | 1.8% | 11 |
|
|
2013
Q3 | $25.1M | Sell |
486,411
-18,240
| -4% | -$943K | 1.72% | 13 |
|
|
2013
Q2 | $26.6M | Buy |
+504,651
| New | +$26.6M | 1.95% | 10 |
|