Douglas C. Lane & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $27.2M | Sell |
411,216
-10,721
| -3% | -$708K | 0.74% | 56 |
|
|
2015
Q3 | $25.7M | Buy |
421,937
+3,786
| +0.9% | +$231K | 0.73% | 52 |
|
|
2015
Q2 | $28.3M | Buy |
418,151
+1,545
| +0.4% | +$105K | 0.76% | 55 |
|
|
2015
Q1 | $25.2M | Buy |
416,606
+18,791
| +5% | +$1.14M | 0.66% | 61 |
|
|
2014
Q4 | $24.9M | Sell |
397,815
-1,705
| -0.4% | -$107K | 0.67% | 62 |
|
|
2014
Q3 | $24.1M | Sell |
399,520
-13,838
| -3% | -$834K | 0.72% | 56 |
|
|
2014
Q2 | $23.8M | Sell |
413,358
-13,534
| -3% | -$780K | 0.72% | 57 |
|
|
2014
Q1 | $25.9M | Sell |
426,892
-49,014
| -10% | -$2.98M | 0.83% | 52 |
|
|
2013
Q4 | $27.8M | Sell |
475,906
-16,667
| -3% | -$975K | 0.92% | 45 |
|
|
2013
Q3 | $25.5M | Sell |
492,573
-4,575
| -0.9% | -$236K | 0.93% | 46 |
|
|
2013
Q2 | $26.2M | Buy |
+497,148
| New | +$26.2M | 1.02% | 42 |
|