FDO Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,574
| Closed | -$723K | – | 220 |
|
|
2017
Q3 | $723K | Sell |
7,574
-10,135
| -57% | -$967K | 0.29% | 131 |
|
|
2017
Q2 | $1.62M | Buy |
+17,709
| New | +$1.62M | 0.35% | 126 |
|
|
2017
Q1 | – | Sell |
-11,045
| Closed | -$953K | – | 255 |
|
|
2016
Q4 | $953K | Buy |
+11,045
| New | +$953K | 0.38% | 109 |
|