Cupps Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $47K | Buy |
+720
| New | +$47K | 0.02% | 151 |
|
|
2014
Q2 | – | Sell |
-3,288
| Closed | -$199K | – | 225 |
|
|
2014
Q1 | $199K | Sell |
3,288
-30,768
| -90% | -$1.86M | 0.02% | 154 |
|
|
2013
Q4 | $1.99M | Sell |
34,056
-11,380
| -25% | -$665K | 0.14% | 113 |
|
|
2013
Q3 | $2.35M | Sell |
45,436
-14,270
| -24% | -$737K | 0.15% | 106 |
|
|
2013
Q2 | $3.15M | Buy |
+59,706
| New | +$3.15M | 0.25% | 88 |
|