Community Financial System’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $2.58M | Buy |
42,759
+4,362
| +11% | +$263K | 0.56% | 46 |
|
2014
Q2 | $2.21M | Buy |
38,397
+157
| +0.4% | +$9.05K | 0.48% | 53 |
|
2014
Q1 | $2.32M | Buy |
38,240
+1,420
| +4% | +$86.2K | 0.51% | 51 |
|
2013
Q4 | $2.15M | Buy |
36,820
+362
| +1% | +$21.2K | 0.48% | 53 |
|
2013
Q3 | $1.88M | Sell |
36,458
-600
| -2% | -$31K | 0.45% | 58 |
|
2013
Q2 | $1.96M | Buy |
+37,058
| New | +$1.96M | 0.54% | 48 |
|