Cannell & Co’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-36,125
| Closed | -$1.82M | – | 250 |
|
|
2017
Q2 | $1.82M | Hold |
36,125
| – | – | 0.06% | 137 |
|
|
2017
Q1 | $1.67M | Hold |
36,125
| – | – | 0.06% | 149 |
|
|
2016
Q4 | $1.6M | Sell |
36,125
-22,375
| -38% | -$990K | 0.06% | 147 |
|
|
2016
Q3 | $1.44M | Buy |
58,500
+2,500
| +4% | +$61.6K | 0.05% | 154 |
|
|
2016
Q2 | $1.13M | Buy |
56,000
+24,000
| +75% | +$486K | 0.04% | 160 |
|
|
2016
Q1 | $566K | Buy |
32,000
+4,700
| +17% | +$83.1K | 0.02% | 199 |
|
|
2015
Q4 | $647K | Buy |
+27,300
| New | +$647K | 0.02% | 196 |
|