Espalier Global 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
Q4 | – | Sell |
-36,194
| Closed | -$2.41M | – | 25 |
|
|
2016
Q3 | $2.41M | Buy |
36,194
+2,250
| +7% | +$150K | 0.78% | 32 |
|
|
2016
Q2 | $2.11M | Sell |
33,944
-16,056
| -32% | -$998K | 2.33% | 6 |
|
|
2016
Q1 | $2.96M | Buy |
+50,000
| New | +$2.96M | 0.39% | 7 |
|
|
2015
Q3 | – | Sell |
-67,615
| Closed | -$4.58M | – | 55 |
|
|
2015
Q2 | $4.58M | Buy |
+67,615
| New | +$4.58M | 0.75% | 15 |
|
|
2014
Q4 | – | Sell |
-150,000
| Closed | -$9.04M | – | 79 |
|
|
2014
Q3 | $9.04M | Sell |
150,000
-75,000
| -33% | -$4.52M | 0.48% | 21 |
|
|
2014
Q2 | $13M | Sell |
225,000
-25,000
| -10% | -$1.44M | 1% | 14 |
|
|
2014
Q1 | $15.2M | Buy |
+250,000
| New | +$15.2M | 0.85% | 8 |
|