Institutional Capital’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-9,327,291
Closed -$545M 45
2013
Q4
$545M Sell
9,327,291
-236,535
-2% -$13.8M 2.64% 20
2013
Q3
$494M Sell
9,563,826
-449,509
-4% -$23.2M 2.53% 19
2013
Q2
$529M Buy
+10,013,335
New +$529M 2.73% 16