Edmond de Rothschild (Europe)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $607K | Buy |
9,112
+720
| +9% | +$48K | 0.24% | 57 |
|
|
2016
Q2 | $521K | Sell |
8,392
-1,085
| -11% | -$67.4K | 0.26% | 63 |
|
|
2016
Q1 | $561K | Sell |
9,477
-1,400
| -13% | -$82.9K | 0.29% | 61 |
|
|
2015
Q4 | $718K | Sell |
10,877
-480
| -4% | -$31.7K | 0.31% | 63 |
|
|
2015
Q3 | $692K | Sell |
11,357
-7,224
| -39% | -$440K | 0.32% | 64 |
|
|
2015
Q2 | $1.26M | Buy |
+18,581
| New | +$1.26M | 0.4% | 60 |
|