Janney Montgomery Scott’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-20,442
| Closed | -$507K | – | 2209 |
|
|
2015
Q1 | $507K | Sell |
20,442
-300
| -1% | -$7.44K | 0.01% | 1359 |
|
|
2014
Q4 | $499K | Buy |
20,742
+725
| +4% | +$17.4K | 0.01% | 1317 |
|
|
2014
Q3 | $458K | Hold |
20,017
| – | – | 0.01% | 1350 |
|
|
2014
Q2 | $459K | Buy |
+20,017
| New | +$459K | 0.01% | 1290 |
|
|
2014
Q1 | – | Sell |
-19,492
| Closed | -$401K | – | 2110 |
|
|
2013
Q4 | $401K | Buy |
19,492
+1,217
| +7% | +$25K | 0.01% | 1234 |
|
|
2013
Q3 | $393K | Buy |
+18,275
| New | +$393K | 0.01% | 1152 |
|