EdgePoint Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $113M | Sell |
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|
2017
Q2 | $109M | Buy |
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|
2017
Q1 | $86M | Sell |
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|
2016
Q4 | $259M | Sell |
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|
2016
Q3 | $239M | Sell |
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|
2016
Q2 | $299M | Sell |
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|
2016
Q1 | $298M | Buy |
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|
2015
Q4 | $316M | Buy |
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|
2015
Q3 | $252M | Sell |
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|
2015
Q2 | $298M | Buy |
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|
2015
Q1 | $245M | Buy |
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|
2014
Q4 | $227M | Buy |
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|
2014
Q3 | $215M | Sell |
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|
2014
Q2 | $208M | Buy |
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|
2014
Q1 | $217M | Buy |
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|
2013
Q4 | $205M | Hold |
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|
2013
Q3 | $182M | Buy |
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|
2013
Q2 | $171M | Buy |
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