First New York Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,000
| Closed | -$355K | – | 226 |
|
|
2016
Q1 | $355K | Buy |
+6,000
| New | +$355K | 0.24% | 52 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$62.6K | – | 398 |
|
|
2014
Q4 | $62.6K | Hold |
1,000
| – | – | 0.11% | 113 |
|
|
2014
Q3 | $60.2K | Buy |
+1,000
| New | +$60.2K | 0.04% | 231 |
|
|
2014
Q2 | – | Sell |
-501
| Closed | -$30K | – | 184 |
|
|
2014
Q1 | $30K | Buy |
501
+1
| +0.2% | +$60 | 0.01% | 266 |
|
|
2013
Q4 | $29K | Buy |
+500
| New | +$29K | 0.02% | 161 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 339 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 300 |
|