Keeley Asset Management’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 | – | Sell |
-10,410
| Closed | -$693K | – | 282 |
|
|
2016
Q3 | $693K | Sell |
10,410
-40
| -0.4% | -$2.66K | 0.03% | 215 |
|
|
2016
Q2 | $649K | Buy |
10,450
+2,041
| +24% | +$127K | 0.03% | 221 |
|
|
2016
Q1 | $498K | Buy |
8,409
+359
| +4% | +$21.3K | 0.02% | 241 |
|
|
2015
Q4 | $532K | Sell |
8,050
-700
| -8% | -$46.3K | 0.02% | 229 |
|
|
2015
Q3 | $533K | Sell |
8,750
-3,000
| -26% | -$183K | 0.02% | 241 |
|
|
2015
Q2 | $796K | Buy |
11,750
+300
| +3% | +$20.3K | 0.02% | 226 |
|
|
2015
Q1 | $694K | Hold |
11,450
| – | – | 0.01% | 252 |
|
|
2014
Q4 | $717K | Buy |
11,450
+1,000
| +10% | +$62.6K | 0.01% | 262 |
|
|
2014
Q3 | $630K | Hold |
10,450
| – | – | 0.01% | 293 |
|
|
2014
Q2 | $602K | Hold |
10,450
| – | – | 0.01% | 312 |
|
|
2014
Q1 | $634K | Buy |
10,450
+1,500
| +17% | +$91K | 0.01% | 315 |
|
|
2013
Q4 | $523K | Hold |
8,950
| – | – | 0.01% | 318 |
|
|
2013
Q3 | $463K | Sell |
8,950
-1,650
| -16% | -$85.4K | 0.01% | 313 |
|
|
2013
Q2 | $560K | Buy |
+10,600
| New | +$560K | 0.01% | 302 |
|