Blueport Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,213
| Closed | -$353K | – | 16 |
|
2018
Q1 | $353K | Buy |
3,213
+1,707
| +113% | +$188K | 3.6% | 12 |
|
2017
Q4 | $161K | Sell |
1,506
-2,120
| -58% | -$227K | 2.73% | 11 |
|
2017
Q3 | $346K | Sell |
3,626
-660
| -15% | -$63K | 6.19% | 8 |
|
2017
Q2 | $392K | Buy |
4,286
+57
| +1% | +$5.21K | 6.35% | 5 |
|
2017
Q1 | $371K | Hold |
4,229
| – | – | 6.43% | 5 |
|
2016
Q4 | $365K | Buy |
+4,229
| New | +$365K | 6.89% | 6 |
|