Constellation Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $4.88M | Buy |
82,343
+1,600
| +2% | +$94.7K | 0.89% | 21 |
|
2015
Q4 | $5.33M | Buy |
80,743
+1,100
| +1% | +$72.6K | 1% | 19 |
|
2015
Q3 | $4.86M | Sell |
79,643
-100
| -0.1% | -$6.1K | 1% | 17 |
|
2015
Q2 | $5.4M | Buy |
79,743
+800
| +1% | +$54.2K | 1.03% | 16 |
|
2015
Q1 | $4.78M | Buy |
78,943
+3,100
| +4% | +$188K | 0.91% | 19 |
|
2014
Q4 | $4.75M | Buy |
75,843
+2,900
| +4% | +$181K | 0.96% | 19 |
|
2014
Q3 | $4.39M | Buy |
72,943
+800
| +1% | +$48.2K | 0.98% | 20 |
|
2014
Q2 | $4.16M | Buy |
72,143
+1,200
| +2% | +$69.1K | 0.96% | 18 |
|
2014
Q1 | $4.31M | Buy |
70,943
+1,900
| +3% | +$115K | 1.05% | 16 |
|
2013
Q4 | $4.04M | Buy |
69,043
+4,900
| +8% | +$287K | 1.03% | 16 |
|
2013
Q3 | $3.32M | Buy |
64,143
+3,600
| +6% | +$186K | 1.02% | 18 |
|
2013
Q2 | $3.2M | Buy |
+60,543
| New | +$3.2M | 1.11% | 19 |
|