BHF Kleinwort Benson Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $6.62M | Sell |
111,829
-425,816
| -79% | -$25.2M | 0.19% | 95 |
|
|
2015
Q4 | $35.5M | Buy |
537,645
+23,230
| +5% | +$1.53M | 0.81% | 40 |
|
|
2015
Q3 | $31.4M | Buy |
514,415
+199,915
| +64% | +$12.2M | 1.24% | 28 |
|
|
2015
Q2 | $21.3M | Sell |
314,500
-371,111
| -54% | -$25.1M | 0.72% | 40 |
|
|
2015
Q1 | $41.5M | Sell |
685,611
-108,340
| -14% | -$6.56M | 1.14% | 17 |
|
|
2014
Q4 | $50M | Sell |
793,951
-30,109
| -4% | -$1.9M | 1.3% | 13 |
|
|
2014
Q3 | $39.2M | Buy |
824,060
+103,367
| +14% | +$4.92M | 1.28% | 16 |
|
|
2014
Q2 | $41.5M | Sell |
720,693
-51,947
| -7% | -$2.99M | 1.23% | 19 |
|
|
2014
Q1 | $46.9M | Buy |
772,640
+538,540
| +230% | +$32.7M | 1.36% | 11 |
|
|
2013
Q4 | $13.7M | Buy |
234,100
+67,862
| +41% | +$3.97M | 0.87% | 30 |
|
|
2013
Q3 | $8.59M | Buy |
166,238
+12,091
| +8% | +$625K | 1.17% | 26 |
|
|
2013
Q2 | $7.59M | Buy |
+154,147
| New | +$7.59M | 0.95% | 29 |
|