First Allied Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-35,099
| Closed | -$2.13M | – | 77 |
|
|
2015
Q1 | $2.13M | Buy |
35,099
+6,038
| +21% | +$367K | 0.3% | 91 |
|
|
2014
Q4 | $1.83M | Sell |
29,061
-1,683
| -5% | -$106K | 0.25% | 96 |
|
|
2014
Q3 | $1.85M | Buy |
30,744
+5,585
| +22% | +$336K | 0.25% | 104 |
|
|
2014
Q2 | $1.45M | Buy |
25,159
+2,310
| +10% | +$133K | 0.21% | 107 |
|
|
2014
Q1 | $1.39M | Buy |
22,849
+223
| +1% | +$13.6K | 0.2% | 100 |
|
|
2013
Q4 | $1.34M | Buy |
22,626
+788
| +4% | +$46.5K | 0.19% | 101 |
|
|
2013
Q3 | $1.13M | Sell |
21,838
-6,516
| -23% | -$336K | 0.17% | 102 |
|
|
2013
Q2 | $1.5M | Buy |
+28,354
| New | +$1.5M | 0.22% | 108 |
|