JRM Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-41,350
| Closed | -$2.73M | – | 27 |
|
|
2015
Q4 | $2.73M | Sell |
41,350
-2,500
| -6% | -$165K | 3.25% | 13 |
|
|
2015
Q3 | $2.67M | Sell |
43,850
-1,100
| -2% | -$67.1K | 3.15% | 13 |
|
|
2015
Q2 | $3.05M | Hold |
44,950
| – | – | 2.63% | 16 |
|
|
2015
Q1 | $2.72M | Buy |
44,950
+1,500
| +3% | +$90.9K | 2.33% | 18 |
|
|
2014
Q4 | $2.72M | Buy |
+43,450
| New | +$2.72M | 2.46% | 17 |
|