BAM
Burnham Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $10M | Buy |
160,882
+87,181
| +118% | +$5.42M | 2.78% | 6 |
|
|
2016
Q1 | $4.4M | Sell |
73,701
-14,007
| -16% | -$836K | 1.4% | 14 |
|
|
2015
Q4 | $5.79M | Sell |
87,708
-2,048
| -2% | -$135K | 1.58% | 9 |
|
|
2015
Q3 | $5.47M | Buy |
89,756
+4,235
| +5% | +$258K | 1.45% | 10 |
|
|
2015
Q2 | $5.8M | Buy |
85,521
+11,227
| +15% | +$761K | 1.34% | 12 |
|
|
2015
Q1 | $4.5M | Buy |
74,294
+14,155
| +24% | +$858K | 1.03% | 27 |
|
|
2014
Q4 | $3.76M | Buy |
60,139
+31,897
| +113% | +$2M | 0.85% | 31 |
|
|
2014
Q3 | $1.7M | Sell |
28,242
-13,330
| -32% | -$803K | 0.37% | 74 |
|
|
2014
Q2 | $2.4M | Sell |
41,572
-2,570
| -6% | -$148K | 0.53% | 51 |
|
|
2014
Q1 | $2.68M | Buy |
44,142
+7,977
| +22% | +$484K | 0.63% | 46 |
|
|
2013
Q4 | $2.12M | Sell |
36,165
-230
| -0.6% | -$13.5K | 0.49% | 57 |
|
|
2013
Q3 | $1.88M | Sell |
36,395
-14,347
| -28% | -$741K | 0.47% | 66 |
|
|
2013
Q2 | $2.68M | Buy |
+50,742
| New | +$2.68M | 0.68% | 44 |
|