FAM
Foothills Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-34,237
| Closed | -$2.14M | – | 59 |
|
|
2014
Q4 | $2.14M | Sell |
34,237
-1,510
| -4% | -$94.5K | 1.76% | 31 |
|
|
2014
Q3 | $2.15M | Sell |
35,747
-1,349
| -4% | -$81.2K | 1.75% | 32 |
|
|
2014
Q2 | $2.14M | Hold |
37,096
| – | – | 1.65% | 37 |
|
|
2014
Q1 | $2.25M | Sell |
37,096
-221
| -0.6% | -$13.4K | 1.83% | 31 |
|
|
2013
Q4 | $2.18M | Buy |
+37,317
| New | +$2.18M | 1.81% | 29 |
|