Emerson Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $8.36M | Buy |
141,096
+1,725
| +1% | +$102K | 1.58% | 24 |
|
|
2015
Q4 | $9.2M | Buy |
139,371
+48,766
| +54% | +$3.22M | 1.8% | 14 |
|
|
2015
Q3 | $5.52M | Sell |
90,605
-5,837
| -6% | -$356K | 1.1% | 42 |
|
|
2015
Q2 | $6.54M | Buy |
96,442
+4,285
| +5% | +$290K | 1.22% | 37 |
|
|
2015
Q1 | $5.58M | Buy |
92,157
+28
| +0% | +$1.7K | 1.02% | 39 |
|
|
2014
Q4 | $5.77M | Buy |
92,129
+4,840
| +6% | +$303K | 1.12% | 35 |
|
|
2014
Q3 | $5.26M | Buy |
87,289
+16,477
| +23% | +$993K | 1.04% | 35 |
|
|
2014
Q2 | $4.08M | Buy |
70,812
+59,400
| +521% | +$3.42M | 0.8% | 46 |
|
|
2014
Q1 | $693K | Buy |
11,412
+2,054
| +22% | +$125K | 0.14% | 95 |
|
|
2013
Q4 | $547K | Buy |
9,358
+1,308
| +16% | +$76.5K | 0.12% | 100 |
|
|
2013
Q3 | $416K | Buy |
8,050
+16
| +0.2% | +$827 | 0.09% | 106 |
|
|
2013
Q2 | $424K | Buy |
+8,034
| New | +$424K | 0.1% | 103 |
|