FVCM
F&V Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-67,510
| Closed | -$4.22M | – | 69 |
|
|
2014
Q4 | $4.22M | Buy |
67,510
+5,850
| +9% | +$366K | 2.88% | 15 |
|
|
2014
Q3 | $3.71M | Buy |
61,660
+1,260
| +2% | +$75.9K | 2.76% | 15 |
|
|
2014
Q2 | $3.48M | Buy |
60,400
+1,305
| +2% | +$75.2K | 2.57% | 18 |
|
|
2014
Q1 | $3.59M | Buy |
59,095
+125
| +0.2% | +$7.59K | 2.84% | 16 |
|
|
2013
Q4 | $3.45M | Buy |
58,970
+30
| +0.1% | +$1.75K | 2.75% | 17 |
|
|
2013
Q3 | $3.05M | Buy |
58,940
+1,825
| +3% | +$94.3K | 2.58% | 20 |
|
|
2013
Q2 | $3.02M | Buy |
+57,115
| New | +$3.02M | 2.88% | 16 |
|