BW Gestao de Investimentos’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-158,674
| Closed | -$10.6M | – | 57 |
|
|
2016
Q3 | $10.6M | Buy |
+158,674
| New | +$10.6M | 7.51% | 4 |
|
|
2016
Q2 | – | Sell |
-10,900
| Closed | -$645K | – | 66 |
|
|
2016
Q1 | $645K | Hold |
10,900
| – | – | 0.39% | 33 |
|
|
2015
Q4 | $720K | Hold |
10,900
| – | – | 0.67% | 30 |
|
|
2015
Q3 | $665K | Hold |
10,900
| – | – | 0.47% | 28 |
|
|
2015
Q2 | $739K | Hold |
10,900
| – | – | 0.46% | 33 |
|
|
2015
Q1 | $660K | Buy |
10,900
+5,200
| +91% | +$315K | 0.36% | 39 |
|
|
2014
Q4 | $357K | Sell |
5,700
-183,000
| -97% | -$11.5M | 0.25% | 64 |
|
|
2014
Q3 | $11.4M | Sell |
188,700
-250
| -0.1% | -$15.1K | 4.92% | 6 |
|
|
2014
Q2 | $10.9M | Hold |
188,950
| – | – | 4.91% | 6 |
|
|
2014
Q1 | $11.5M | Hold |
188,950
| – | – | 6.25% | 4 |
|
|
2013
Q4 | $11.1M | Buy |
+188,950
| New | +$11.1M | 3.81% | 6 |
|