Boston Private Bank & Trust’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 | $31.5M | Buy |
519,671
+930
| +0.2% | +$56.3K | 1.45% | 8 |
|
|
2014
Q4 | $32.5M | Buy |
518,741
+3,588
| +0.7% | +$225K | 1.5% | 7 |
|
|
2014
Q3 | $31M | Buy |
515,153
+7,531
| +1% | +$454K | 1.51% | 7 |
|
|
2014
Q2 | $29.2M | Buy |
507,622
+88,310
| +21% | +$5.09M | 1.42% | 9 |
|
|
2014
Q1 | $25.5M | Buy |
419,312
+1,473
| +0.4% | +$89.4K | 1.29% | 12 |
|
|
2013
Q4 | $24.4M | Buy |
417,839
+13,309
| +3% | +$778K | 1.22% | 12 |
|
|
2013
Q3 | $20.9M | Buy |
404,530
+10,798
| +3% | +$558K | 1.16% | 17 |
|
|
2013
Q2 | $20.8M | Buy |
+393,732
| New | +$20.8M | 1.21% | 15 |
|