EAM
Edge Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $212M | Buy |
2,413,365
+319,887
| +15% | +$28.1M | 1.6% | 6 |
|
|
2016
Q4 | $181M | Sell |
2,093,478
-435,153
| -17% | -$37.5M | 1.4% | 9 |
|
|
2016
Q3 | $168M | Buy |
2,528,631
+24,024
| +1% | +$1.6M | 1.41% | 7 |
|
|
2016
Q2 | $156M | Sell |
2,504,607
-256,858
| -9% | -$16M | 1.39% | 8 |
|
|
2016
Q1 | $164M | Buy |
2,761,465
+20,226
| +0.7% | +$1.2M | 1.57% | 6 |
|
|
2015
Q4 | $181M | Sell |
2,741,239
-17,294
| -0.6% | -$1.14M | 1.75% | 4 |
|
|
2015
Q3 | $168M | Sell |
2,758,533
-45,600
| -2% | -$2.78M | 1.68% | 5 |
|
|
2015
Q2 | $190M | Buy |
2,804,133
+62,385
| +2% | +$4.23M | 1.72% | 3 |
|
|
2015
Q1 | $166M | Buy |
2,741,748
+64,718
| +2% | +$3.92M | 1.44% | 5 |
|
|
2014
Q4 | $168M | Sell |
2,677,030
-45,627
| -2% | -$2.86M | 1.61% | 2 |
|
|
2014
Q3 | $164M | Buy |
2,722,657
+40,000
| +1% | +$2.41M | 1.64% | 2 |
|
|
2014
Q2 | $155M | Sell |
2,682,657
-18,682
| -0.7% | -$1.08M | 1.55% | 6 |
|
|
2014
Q1 | $164M | Sell |
2,701,339
-29,662
| -1% | -$1.8M | 1.74% | 2 |
|
|
2013
Q4 | $160M | Sell |
2,731,001
-2,853,910
| -51% | -$167M | 1.74% | 3 |
|
|
2013
Q3 | $292M | Buy |
5,584,911
+2,782,329
| +99% | +$145M | 1.79% | 1 |
|
|
2013
Q2 | $148M | Buy |
+2,802,582
| New | +$148M | 1.86% | 2 |
|