Banyan Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $23.4M | Buy |
388,308
+985
| +0.3% | +$59.3K | 1.99% | 3 |
|
|
2014
Q2 | $22.3M | Buy |
387,323
+5,838
| +2% | +$336K | 1.89% | 3 |
|
|
2014
Q1 | $23.2M | Sell |
381,485
-3,836
| -1% | -$233K | 2% | 3 |
|
|
2013
Q4 | $22.5M | Buy |
385,321
+46,972
| +14% | +$2.75M | 1.58% | 5 |
|
|
2013
Q3 | $17.5M | Buy |
338,349
+83,886
| +33% | +$4.34M | 1.55% | 5 |
|
|
2013
Q2 | $13.4M | Buy |
+254,463
| New | +$13.4M | 2.64% | 4 |
|