CFA
JPM.PRD.CL

Carroll Financial Associates’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Carroll Financial Associates’s Portfolio JPM.PRD.CL Stock Details JPM.PRD.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,230
Closed -$47K – 930
2013
Q3 		$47K Hold
2,230
– – 0.02% 299
2013
Q2 		$0 Buy
+2,230
New +$56K ﹤0.01% 729

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NRS
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JWM
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ECM
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OSNBOA
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Carroll Financial Associates's JPM.PRD.CL Position: Q4 2013 in Review

Carroll Financial Associates sold out of JPMorgan Chase & Co. (JPM.PRD.CL) in Q4 2013, closing a stake of 2,230 shares — an estimated $47K sold.

Carroll Financial Associates first reported a position in JPM.PRD.CL in Q2 2013 and held it in 2 quarters. The position peaked at $47K in Q3 2013. 9 funds tracked by Wall St. Rank hold JPM.PRD.CL as of Q4 2013.

  • Carroll Financial Associates reported no remaining JPMorgan Chase & Co. position as of Q4 2013 after selling out during the quarter.
  • Carroll Financial Associates sold 2,230 JPMorgan Chase & Co. shares in Q4 2013, an estimated $47K.
  • Carroll Financial Associates first reported a position in JPMorgan Chase & Co. in Q2 2013 and held it in 2 quarters.
  • Carroll Financial Associates's JPMorgan Chase & Co. position peaked at $47K in Q3 2013.
  • 9 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q4 2013.

Based on Carroll Financial Associates's 13F filing for Q4 2013, filed 6 Feb 2014.