Baird’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $37.2M | Buy |
613,676
+17,774
| +3% | +$1.08M | 0.38% | 77 |
|
|
2014
Q4 | $37.3M | Buy |
595,902
+63,988
| +12% | +$4M | 0.4% | 72 |
|
|
2014
Q3 | $32M | Sell |
531,914
-2,144
| -0.4% | -$129K | 0.45% | 79 |
|
|
2014
Q2 | $30.8M | Sell |
534,058
-8,477
| -2% | -$488K | 0.43% | 75 |
|
|
2014
Q1 | $32.9M | Buy |
542,535
+22,958
| +4% | +$1.39M | 0.48% | 61 |
|
|
2013
Q4 | $30.4M | Buy |
519,577
+7,682
| +2% | +$449K | 0.52% | 32 |
|
|
2013
Q3 | $26.5M | Buy |
511,895
+1,443
| +0.3% | +$74.6K | 0.49% | 38 |
|
|
2013
Q2 | $26.9M | Buy |
+510,452
| New | +$26.9M | 0.54% | 36 |
|