Jamison Eaton & Wood’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
$8.1M Buy
133,684
+2,805
+2% +$170K 2.31% 10
2014
Q4
$8.19M Sell
130,879
-3,081
-2% -$193K 2.27% 11
2014
Q3
$8.07M Buy
133,960
+2,582
+2% +$156K 2.25% 14
2014
Q2
$7.57M Sell
131,378
-5,100
-4% -$294K 2.08% 15
2014
Q1
$8.29M Sell
136,478
-6,616
-5% -$402K 2.3% 13
2013
Q4
$8.37M Sell
143,094
-1,899
-1% -$111K 2.17% 14
2013
Q3
$7.5M Buy
144,993
+515
+0.4% +$26.6K 2.07% 14
2013
Q2
$7.63M Buy
+144,478
New +$7.63M 2.2% 13