IUAM
Itau USA Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,700
| Closed | -$524K | – | 96 |
|
|
2014
Q3 | $524K | Hold |
8,700
| – | – | 0.12% | 40 |
|
|
2014
Q2 | $501K | Hold |
8,700
| – | – | 0.13% | 45 |
|
|
2014
Q1 | $528K | Sell |
8,700
-2,200
| -20% | -$134K | 0.17% | 40 |
|
|
2013
Q4 | $637K | Hold |
10,900
| – | – | 0.17% | 62 |
|
|
2013
Q3 | $563K | Sell |
10,900
-2,200
| -17% | -$114K | 0.14% | 68 |
|
|
2013
Q2 | $692K | Buy |
+13,100
| New | +$692K | 0.17% | 59 |
|