KCM Investment Advisors’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-24,928
Closed -$536K 458
2013
Q3
$536K Sell
24,928
-25,572
-51% -$550K 0.06% 275
2013
Q2
$1.21M Buy
+50,500
New +$1.21M 0.15% 170