Dunvegan 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 | $18K | Hold |
270
| – | – | 0.02% | 139 |
|
|
2015
Q3 | $16K | Hold |
270
| – | – | 0.02% | 143 |
|
|
2015
Q2 | $18K | Hold |
270
| – | – | 0.02% | 139 |
|
|
2015
Q1 | $16K | Hold |
270
| – | – | 0.01% | 150 |
|
|
2014
Q4 | $17K | Hold |
270
| – | – | 0.01% | 146 |
|
|
2014
Q3 | $16K | Hold |
270
| – | – | 0.01% | 140 |
|
|
2014
Q2 | $16K | Hold |
270
| – | – | 0.01% | 140 |
|
|
2014
Q1 | $16K | Buy |
+270
| New | +$16K | 0.01% | 151 |
|