Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $27.7M | Sell |
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|
2017
Q1 | $27.6M | Sell |
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|
2016
Q4 | $27.6M | Sell |
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|
2016
Q3 | $28.8M | Sell |
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|
2016
Q2 | $28.6M | Buy |
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|
2016
Q1 | $25.1M | Buy |
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|
2015
Q4 | $26.8M | Buy |
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|
2015
Q3 | $24.7M | Buy |
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|
2015
Q2 | $26.8M | Buy |
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|
2015
Q1 | $14.7M | Buy |
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|
2014
Q4 | $14.9M | Buy |
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|
2014
Q3 | $12.5M | Buy |
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|
2014
Q2 | $11.9M | Sell |
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|
2014
Q1 | $16.6M | Sell |
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|
2013
Q4 | $20.8M | Sell |
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|
2013
Q3 | $35.2M | Buy |
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|
2013
Q2 | $35.9M | Buy |
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