Burnham Asset Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$10M Buy
2016
Q1
$4.4M Sell
2015
Q4
$5.79M Sell
2015
Q3
$5.47M Buy
2015
Q2
$5.79M Buy
2015
Q1
$4.5M Buy
2014
Q4
$3.76M Buy
2014
Q3
$1.7M Sell
2014
Q2
$2.4M Sell
2014
Q1
$2.68M Buy
2013
Q4
$2.12M Sell
2013
Q3
$1.88M Sell
2013
Q2
$2.68M Buy