Jasper Ridge Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-7,775
| Closed | -$468K | – | 93 |
|
|
2014
Q3 | $468K | Sell |
7,775
-14,445
| -65% | -$869K | 0.03% | 72 |
|
|
2014
Q2 | $1.28M | Hold |
22,220
| – | – | 0.09% | 60 |
|
|
2014
Q1 | $1.35M | Hold |
22,220
| – | – | 0.09% | 60 |
|
|
2013
Q4 | $1.3M | Hold |
22,220
| – | – | 0.08% | 60 |
|
|
2013
Q3 | $1.15M | Hold |
22,220
| – | – | 0.07% | 60 |
|
|
2013
Q2 | $1.17M | Buy |
+22,220
| New | +$1.17M | 0.07% | 60 |
|