Counsel Portfolio Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $230K | Hold |
3,700
| – | – | 0.02% | 293 |
|
|
2016
Q1 | $219K | Sell |
3,700
-1,700
| -31% | -$101K | 0.03% | 213 |
|
|
2015
Q4 | $357K | Hold |
5,400
| – | – | 0.04% | 213 |
|
|
2015
Q3 | $329K | Hold |
5,400
| – | – | 0.04% | 218 |
|
|
2015
Q2 | $366K | Hold |
5,400
| – | – | 0.04% | 239 |
|
|
2015
Q1 | $327K | Sell |
5,400
-44,792
| -89% | -$2.71M | 0.03% | 256 |
|
|
2014
Q4 | $3.14M | Buy |
+50,192
| New | +$3.14M | 0.32% | 96 |
|
|
2014
Q3 | – | Sell |
-93,860
| Closed | -$5.41M | – | 319 |
|
|
2014
Q2 | $5.41M | Sell |
93,860
-25,585
| -21% | -$1.47M | 0.51% | 61 |
|
|
2014
Q1 | $7.25M | Sell |
119,445
-1,224
| -1% | -$74.3K | 0.73% | 39 |
|
|
2013
Q4 | $7.06M | Sell |
120,669
-4,649
| -4% | -$272K | 0.72% | 38 |
|
|
2013
Q3 | $6.48K | Buy |
125,318
+116,818
| +1,374% | +$6.04K | 0.32% | 39 |
|
|
2013
Q2 | $449K | Buy |
+8,500
| New | +$449K | 0.05% | 235 |
|