Emerson Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $8.36M | Buy |
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|
2015
Q4 | $9.2M | Buy |
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|
2015
Q3 | $5.52M | Sell |
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|
2015
Q2 | $6.54M | Buy |
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|
2015
Q1 | $5.58M | Buy |
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|
2014
Q4 | $5.76M | Buy |
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|
2014
Q3 | $5.26M | Buy |
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|
2014
Q2 | $4.08M | Buy |
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|
2014
Q1 | $693K | Buy |
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|
2013
Q4 | $547K | Buy |
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|
2013
Q3 | $416K | Buy |
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|
2013
Q2 | $424K | Buy |
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