FAM
Fiduciary Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $13.4M | Buy |
221,217
+1,480
| +0.7% | +$89.7K | 2.29% | 19 |
|
|
2014
Q4 | $13.8M | Buy |
219,737
+4,140
| +2% | +$259K | 2.39% | 17 |
|
|
2014
Q3 | $13M | Buy |
215,597
+38,966
| +22% | +$2.35M | 2.44% | 16 |
|
|
2014
Q2 | $10.2M | Buy |
176,631
+133,031
| +305% | +$7.66M | 1.98% | 26 |
|
|
2014
Q1 | $2.65M | Buy |
43,600
+16,700
| +62% | +$1.01M | 0.57% | 42 |
|
|
2013
Q4 | $1.57M | Sell |
26,900
-6,600
| -20% | -$386K | 0.36% | 44 |
|
|
2013
Q3 | $1.73M | Sell |
33,500
-5,000
| -13% | -$259K | 0.41% | 45 |
|
|
2013
Q2 | $2.03M | Buy |
+38,500
| New | +$2.03M | 0.45% | 43 |
|