Ativo 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
2018
Q3
Sell
-7,205
Closed -$751K 221
2018
Q2
$751K Sell
7,205
-600
-8% -$62.5K 0.21% 197
2018
Q1
$858K Sell
7,805
-780
-9% -$85.7K 0.24% 175
2017
Q4
$918K Buy
+8,585
New +$918K 0.24% 191