Bryn Mawr Capital Management Inc’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 | – | Sell |
-13,707
| Closed | -$858K | – | 519 |
|
|
2014
Q4 | $858K | Sell |
13,707
-25,989
| -65% | -$1.63M | 0.11% | 194 |
|
|
2014
Q3 | $2.39M | Buy |
+39,696
| New | +$2.39M | 0.24% | 127 |
|
|
2014
Q2 | – | Sell |
-59,709
| Closed | -$3.63M | – | 624 |
|
|
2014
Q1 | $3.63M | Buy |
+59,709
| New | +$3.63M | 0.32% | 103 |
|
|
2013
Q4 | – | Sell |
-226,359
| Closed | -$11.7M | – | 588 |
|
|
2013
Q3 | $11.7M | Buy |
226,359
+15,571
| +7% | +$805K | 0.75% | 36 |
|
|
2013
Q2 | $11.1M | Buy |
+210,788
| New | +$11.1M | 0.75% | 39 |
|