Kanaly Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.3M | Sell |
15,051
-3,649
| -20% | -$315K | 0.28% | 50 |
|
|
2016
Q3 | $1.25M | Sell |
18,700
-2,468
| -12% | -$164K | 0.26% | 53 |
|
|
2016
Q2 | $1.32M | Sell |
21,168
-269
| -1% | -$16.7K | 0.27% | 49 |
|
|
2016
Q1 | $1.27M | Sell |
21,437
-622
| -3% | -$36.8K | 0.26% | 49 |
|
|
2015
Q4 | $1.46M | Sell |
22,059
-95
| -0.4% | -$6.28K | 0.3% | 43 |
|
|
2015
Q3 | $1.35M | Buy |
22,154
+11,435
| +107% | +$697K | 0.3% | 43 |
|
|
2015
Q2 | $726K | Sell |
10,719
-2,890
| -21% | -$196K | 0.14% | 82 |
|
|
2015
Q1 | $824K | Sell |
13,609
-177
| -1% | -$10.7K | 0.16% | 73 |
|
|
2014
Q4 | $863K | Buy |
13,786
+115
| +0.8% | +$7.2K | 0.17% | 68 |
|
|
2014
Q3 | $824K | Sell |
13,671
-400
| -3% | -$24.1K | 0.16% | 74 |
|
|
2014
Q2 | $811K | Sell |
14,071
-382
| -3% | -$22K | 0.15% | 82 |
|
|
2014
Q1 | $877K | Buy |
14,453
+346
| +2% | +$21K | 0.17% | 77 |
|
|
2013
Q4 | $825K | Buy |
14,107
+6,042
| +75% | +$353K | 0.16% | 78 |
|
|
2013
Q3 | $416K | Sell |
8,065
-210
| -3% | -$10.8K | 0.12% | 63 |
|
|
2013
Q2 | $436K | Buy |
+8,275
| New | +$436K | 0.13% | 59 |
|