Index Management Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $46K | Buy |
755
+32
| +4% | +$1.95K | 0.05% | 203 |
|
|
2015
Q2 | $49K | Buy |
723
+645
| +827% | +$43.7K | 0.05% | 245 |
|
|
2015
Q1 | $5K | Sell |
78
-1,012
| -93% | -$64.9K | ﹤0.01% | 682 |
|
|
2014
Q4 | $68K | Sell |
1,090
-3,645
| -77% | -$227K | 0.01% | 325 |
|
|
2014
Q3 | $285K | Buy |
4,735
+405
| +9% | +$24.4K | 0.03% | 480 |
|
|
2014
Q2 | $249K | Buy |
4,330
+2,394
| +124% | +$138K | 0.03% | 522 |
|
|
2014
Q1 | $118K | Buy |
1,936
+573
| +42% | +$34.9K | 0.02% | 392 |
|
|
2013
Q4 | $80K | Buy |
1,363
+145
| +12% | +$8.51K | 0.02% | 286 |
|
|
2013
Q3 | $63K | Buy |
+1,218
| New | +$63K | 0.02% | 337 |
|