CC
Curian Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-149,577
| Closed | -$9.88M | – | 208 |
|
|
2015
Q4 | $9.88M | Sell |
149,577
-256,642
| -63% | -$16.9M | 0.73% | 21 |
|
|
2015
Q3 | $24.8M | Sell |
406,219
-370,347
| -48% | -$22.6M | 0.66% | 25 |
|
|
2015
Q2 | $52.6M | Buy |
776,566
+10,869
| +1% | +$736K | 0.89% | 19 |
|
|
2015
Q1 | $46.4M | Buy |
765,697
+51,685
| +7% | +$3.13M | 0.78% | 24 |
|
|
2014
Q4 | $44.7M | Buy |
714,012
+78,729
| +12% | +$4.93M | 0.76% | 27 |
|
|
2014
Q3 | $38.3M | Buy |
635,283
+160,188
| +34% | +$9.65M | 0.68% | 25 |
|
|
2014
Q2 | $27.4M | Buy |
475,095
+29,372
| +7% | +$1.69M | 0.48% | 42 |
|
|
2014
Q1 | $27.1M | Buy |
445,723
+322,043
| +260% | +$19.6M | 0.48% | 39 |
|
|
2013
Q4 | $7.23M | Buy |
123,680
+107,552
| +667% | +$6.29M | 0.13% | 178 |
|
|
2013
Q3 | $834K | Sell |
16,128
-23,157
| -59% | -$1.2M | 0.01% | 437 |
|
|
2013
Q2 | $2.07M | Buy |
+39,285
| New | +$2.07M | 0.04% | 245 |
|