BMO
JPM.WS
Beck Mack & Oliver’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-41,000
| Closed | -$1.01M | – | 235 |
|
|
2016
Q3 | $1.01M | Sell |
41,000
-104,400
| -72% | -$2.57M | 0.04% | 118 |
|
|
2016
Q2 | $2.94M | Sell |
145,400
-47,000
| -24% | -$952K | 0.1% | 85 |
|
|
2016
Q1 | $3.41M | Buy |
192,400
+28,500
| +17% | +$505K | 0.12% | 78 |
|
|
2015
Q4 | $3.88M | Sell |
163,900
-6,000
| -4% | -$142K | 0.13% | 75 |
|
|
2015
Q3 | $3.38M | Buy |
169,900
+31,000
| +22% | +$617K | 0.1% | 84 |
|
|
2015
Q2 | $3.44M | Buy |
138,900
+47,300
| +52% | +$1.17M | 0.09% | 88 |
|
|
2015
Q1 | $2.02M | Sell |
91,600
-500
| -0.5% | -$11K | 0.05% | 124 |
|
|
2014
Q4 | $1.92M | Hold |
92,100
| – | – | 0.05% | 126 |
|
|
2014
Q3 | $1.85M | Hold |
92,100
| – | – | 0.04% | 132 |
|
|
2014
Q2 | $1.78M | Hold |
92,100
| – | – | 0.04% | 138 |
|
|
2014
Q1 | $1.86M | Sell |
92,100
-500
| -0.5% | -$10.1K | 0.04% | 127 |
|
|
2013
Q4 | $1.8M | Sell |
92,600
-1,000
| -1% | -$19.4K | 0.04% | 134 |
|
|
2013
Q3 | $1.57M | Hold |
93,600
| – | – | 0.04% | 139 |
|
|
2013
Q2 | $1.46M | Buy |
+93,600
| New | +$1.46M | 0.04% | 137 |
|