Killen Group’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 | $2.97M | Sell |
50,193
-4,262
| -8% | -$252K | 0.34% | 78 |
|
2015
Q4 | $3.6M | Sell |
54,455
-1,038
| -2% | -$68.5K | 0.37% | 75 |
|
2015
Q3 | $3.38M | Sell |
55,493
-1,407
| -2% | -$85.8K | 0.32% | 76 |
|
2015
Q2 | $3.86M | Buy |
56,900
+3,962
| +7% | +$268K | 0.29% | 80 |
|
2015
Q1 | $3.21M | Sell |
52,938
-1,572
| -3% | -$95.2K | 0.23% | 84 |
|
2014
Q4 | $3.41M | Sell |
54,510
-6,118
| -10% | -$383K | 0.22% | 83 |
|
2014
Q3 | $3.65M | Buy |
60,628
+323
| +0.5% | +$19.5K | 0.2% | 93 |
|
2014
Q2 | $3.48M | Sell |
60,305
-230,277
| -79% | -$13.3M | 0.18% | 97 |
|
2014
Q1 | $17.6M | Buy |
290,582
+102
| +0% | +$6.19K | 0.96% | 37 |
|
2013
Q4 | $17M | Buy |
290,480
+129,853
| +81% | +$7.59M | 0.97% | 50 |
|
2013
Q3 | $8.3M | Sell |
160,627
-103,223
| -39% | -$5.34M | 0.5% | 81 |
|
2013
Q2 | $13.9M | Buy |
+263,850
| New | +$13.9M | 0.99% | 53 |
|