Edmond de Rothschild (Suisse)’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 | $1.39M | Sell |
20,862
-1,980
| -9% | -$132K | 0.43% | 62 |
|
|
2016
Q2 | $1.42M | Buy |
22,842
+3,184
| +16% | +$198K | 0.47% | 59 |
|
|
2016
Q1 | $1.16M | Buy |
19,658
+4,000
| +26% | +$237K | 0.48% | 53 |
|
|
2015
Q4 | $1.03M | Sell |
15,658
-18,640
| -54% | -$1.23M | 0.39% | 56 |
|
|
2015
Q3 | $2.09M | Buy |
34,298
+6,227
| +22% | +$380K | 0.71% | 30 |
|
|
2015
Q2 | $1.9M | Buy |
+28,071
| New | +$1.9M | 0.6% | 39 |
|