Clinton Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $11.5M | Buy |
101,538
+92,538
| +1,028% | +$10.4M | 4.1% | 1 |
|
|
2018
Q2 | $938K | Buy |
+9,000
| New | +$938K | 0.15% | 208 |
|
|
2017
Q2 | – | Sell |
-197,390
| Closed | -$17.3M | – | 725 |
|
|
2017
Q1 | $17.3M | Buy |
+197,390
| New | +$17.3M | 1.01% | 1 |
|
|
2016
Q4 | – | Sell |
-346,903
| Closed | -$23.1M | – | 898 |
|
|
2016
Q3 | $23.1M | Buy |
+346,903
| New | +$23.1M | 1.08% | 3 |
|
|
2016
Q2 | – | Sell |
-84,580
| Closed | -$5.01M | – | 964 |
|
|
2016
Q1 | $5.01M | Buy |
84,580
+60,221
| +247% | +$3.57M | 0.3% | 84 |
|
|
2015
Q4 | $1.61M | Buy |
+24,359
| New | +$1.61M | 0.13% | 249 |
|
|
2015
Q2 | – | Sell |
-10,272
| Closed | -$622K | – | 638 |
|
|
2015
Q1 | $622K | Buy |
+10,272
| New | +$622K | 0.16% | 201 |
|
|
2014
Q2 | – | Sell |
-5,527
| Closed | -$336K | – | 371 |
|
|
2014
Q1 | $336K | Buy |
+5,527
| New | +$336K | 0.12% | 246 |
|
|
2013
Q3 | – | Sell |
-4,923
| Closed | -$260K | – | 372 |
|
|
2013
Q2 | $260K | Buy |
+4,923
| New | +$260K | 0.08% | 224 |
|