Hoxton Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $232K | Buy |
3,923
+1,480
| +61% | +$87.5K | 0.12% | 71 |
|
|
2015
Q4 | $161K | Hold |
2,443
| – | – | 0.08% | 80 |
|
|
2015
Q3 | $149K | Buy |
2,443
+200
| +9% | +$12.2K | 0.07% | 89 |
|
|
2015
Q2 | $152K | Hold |
2,243
| – | – | 0.06% | 93 |
|
|
2015
Q1 | $136K | Hold |
2,243
| – | – | 0.06% | 95 |
|
|
2014
Q4 | $140K | Hold |
2,243
| – | – | 0.06% | 98 |
|
|
2014
Q3 | $135K | Buy |
2,243
+132
| +6% | +$7.95K | 0.06% | 91 |
|
|
2014
Q2 | $122K | Buy |
2,111
+1,196
| +131% | +$69.1K | 0.05% | 100 |
|
|
2014
Q1 | $56K | Sell |
915
-4,182
| -82% | -$256K | 0.02% | 126 |
|
|
2013
Q4 | $298K | Buy |
5,097
+1,385
| +37% | +$81K | 0.13% | 54 |
|
|
2013
Q3 | $192K | Sell |
3,712
-399
| -10% | -$20.6K | 0.19% | 39 |
|
|
2013
Q2 | $217K | Buy |
+4,111
| New | +$217K | 0.12% | 53 |
|