Copper Rock Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-602
| Closed | -$55K | – | 85 |
|
2017
Q2 | $55K | Sell |
602
-671
| -53% | -$61.3K | ﹤0.01% | 77 |
|
2017
Q1 | $113K | Sell |
1,273
-4,009
| -76% | -$356K | 0.01% | 77 |
|
2016
Q4 | $456K | Sell |
5,282
-767
| -13% | -$66.2K | 0.03% | 75 |
|
2016
Q3 | $397K | Buy |
6,049
+1,296
| +27% | +$85.1K | 0.03% | 89 |
|
2016
Q2 | $295K | Buy |
+4,753
| New | +$295K | 0.02% | 89 |
|
2014
Q2 | – | Sell |
-600
| Closed | -$36K | – | 182 |
|
2014
Q1 | $36K | Hold |
600
| – | – | ﹤0.01% | 220 |
|
2013
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 237 |
|
2013
Q3 | $31K | Hold |
600
| – | – | ﹤0.01% | 242 |
|
2013
Q2 | $32K | Buy |
+600
| New | +$32K | ﹤0.01% | 233 |
|