Highmount Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $4.89M | Sell |
72,122
-3,188
| -4% | -$216K | 1.25% | 20 |
|
|
2015
Q1 | $4.56M | Sell |
75,310
-16,315
| -18% | -$988K | 1.11% | 21 |
|
|
2014
Q4 | $5.73M | Sell |
91,625
-950
| -1% | -$59.5K | 1.4% | 15 |
|
|
2014
Q3 | $5.58M | Sell |
92,575
-2,315
| -2% | -$139K | 1.39% | 17 |
|
|
2014
Q2 | $5.47M | Sell |
94,890
-3,970
| -4% | -$229K | 1.31% | 18 |
|
|
2014
Q1 | $6M | Buy |
98,860
+470
| +0.5% | +$28.5K | 1.4% | 16 |
|
|
2013
Q4 | $5.75M | Buy |
98,390
+13,506
| +16% | +$790K | 1.32% | 16 |
|
|
2013
Q3 | $4.39M | Sell |
84,884
-3,992
| -4% | -$206K | 1.08% | 23 |
|
|
2013
Q2 | $4.69M | Buy |
+88,876
| New | +$4.69M | 1.23% | 19 |
|