Investors Capital Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.76M | Sell |
28,323
-2,333
| -8% | -$145K | 0.34% | 69 |
|
|
2016
Q1 | $1.81M | Buy |
30,656
+2,479
| +9% | +$147K | 0.36% | 63 |
|
|
2015
Q4 | $1.86M | Buy |
28,177
+951
| +3% | +$62.7K | 0.36% | 56 |
|
|
2015
Q3 | $1.66M | Buy |
27,226
+1,659
| +6% | +$101K | 0.33% | 58 |
|
|
2015
Q2 | $1.73M | Buy |
25,567
+1,217
| +5% | +$82.4K | 0.32% | 67 |
|
|
2015
Q1 | $1.48M | Sell |
24,350
-632
| -3% | -$38.3K | 0.27% | 89 |
|
|
2014
Q4 | $1.56M | Sell |
24,982
-205
| -0.8% | -$12.8K | 0.3% | 75 |
|
|
2014
Q3 | $1.52M | Sell |
25,187
-503
| -2% | -$30.3K | 0.3% | 76 |
|
|
2014
Q2 | $1.48M | Buy |
25,690
+3,405
| +15% | +$196K | 0.24% | 108 |
|
|
2014
Q1 | $1.35M | Buy |
22,285
+3,656
| +20% | +$222K | 0.29% | 78 |
|
|
2013
Q4 | $1.09M | Buy |
18,629
+3,679
| +25% | +$215K | 0.25% | 114 |
|
|
2013
Q3 | $772K | Buy |
14,950
+1,676
| +13% | +$86.5K | 0.2% | 145 |
|
|
2013
Q2 | $700K | Buy |
+13,274
| New | +$700K | 0.21% | 130 |
|