Kathryn A. Hall’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,779
| Closed | -$209K | – | 33 |
|
|
2019
Q3 | $209K | Buy |
+1,779
| New | +$209K | 0.17% | 34 |
|
|
2015
Q2 | – | Sell |
-6,200
| Closed | -$376K | – | 39 |
|
|
2015
Q1 | $376K | Hold |
6,200
| – | – | 0.13% | 31 |
|
|
2014
Q4 | $388K | Buy |
+6,200
| New | +$388K | 0.11% | 35 |
|
|
2014
Q3 | – | Sell |
-56,110
| Closed | -$3.23M | – | 38 |
|
|
2014
Q2 | $3.23M | Buy |
+56,110
| New | +$3.23M | 0.56% | 18 |
|