Fusion Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $215K | Sell |
3,244
-934
| -22% | -$61.9K | 0.58% | 54 |
|
|
2015
Q3 | $254K | Sell |
4,178
-566
| -12% | -$34.4K | 0.6% | 54 |
|
|
2015
Q2 | $322K | Buy |
4,744
+1,313
| +38% | +$89.1K | 0.25% | 74 |
|
|
2015
Q1 | $208K | Buy |
3,431
+109
| +3% | +$6.61K | 0.17% | 86 |
|
|
2014
Q4 | $208K | Buy |
3,322
+3,156
| +1,901% | +$198K | 0.18% | 83 |
|
|
2014
Q3 | $10K | Hold |
166
| – | – | 0.01% | 175 |
|
|
2014
Q2 | $10K | Hold |
166
| – | – | 0.01% | 187 |
|
|
2014
Q1 | $10K | Sell |
166
-22,089
| -99% | -$1.33M | 0.01% | 191 |
|
|
2013
Q4 | $1.3M | Buy |
+22,255
| New | +$1.3M | 0.96% | 26 |
|