JPMorgan Chase & Co’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Hold |
0
| – | -$1.01M | – | 4395 |
|
|
2016
Q2 | – | Hold |
0
| – | -$1.15M | – | 2757 |
|
|
2016
Q1 | – | Hold |
0
| – | -$1.54M | – | 2627 |
|
|
2015
Q4 | – | Hold |
0
| – | -$994K | – | 2504 |
|
|
2015
Q3 | – | Sell |
-43,500
| Closed | -$1.08M | – | 2678 |
|
|
2015
Q2 | $1.08M | Buy |
43,500
+11,500
| +36% | +$285K | ﹤0.01% | 2800 |
|
|
2015
Q1 | $704K | Sell |
32,000
-61,500
| -66% | -$1.35M | ﹤0.01% | 2968 |
|
|
2014
Q4 | $1.95M | Hold |
93,500
| – | – | ﹤0.01% | 2510 |
|
|
2014
Q3 | $1.88M | Hold |
93,500
| – | – | ﹤0.01% | 2465 |
|
|
2014
Q2 | $1.81M | Hold |
93,500
| – | – | ﹤0.01% | 2519 |
|
|
2014
Q1 | $1.89M | Hold |
93,500
| – | – | ﹤0.01% | 2518 |
|
|
2013
Q4 | $1.81M | Hold |
93,500
| – | – | ﹤0.01% | 2603 |
|
|
2013
Q3 | $1.57M | Hold |
93,500
| – | – | ﹤0.01% | 2730 |
|
|
2013
Q2 | $1.46M | Buy |
+93,500
| New | +$1.46M | ﹤0.01% | 2723 |
|