IIM
Ivory Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-119,938
| Closed | -$7.1M | – | 100 |
|
|
2016
Q1 | $7.1M | Buy |
+119,938
| New | +$7.1M | 0.25% | 68 |
|
|
2014
Q4 | – | Sell |
-1,321,223
| Closed | -$79.6M | – | 75 |
|
|
2014
Q3 | $79.6M | Buy |
1,321,223
+586,332
| +80% | +$35.3M | 2.62% | 8 |
|
|
2014
Q2 | $42.3M | Sell |
734,891
-879,182
| -54% | -$50.7M | 1.21% | 19 |
|
|
2014
Q1 | $98M | Buy |
1,614,073
+885,373
| +122% | +$53.8M | 4.14% | 2 |
|
|
2013
Q4 | $42.6M | Buy |
728,700
+377,200
| +107% | +$22.1M | 2.1% | 11 |
|
|
2013
Q3 | $18.2M | Sell |
351,500
-229,607
| -40% | -$11.9M | 0.86% | 28 |
|
|
2013
Q2 | $30.7M | Buy |
+581,107
| New | +$30.7M | 1.26% | 18 |
|