KMS Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.52M | Buy |
75,025
+6,763
| +10% | +$407K | 0.63% | 28 |
|
|
2014
Q2 | $3.93M | Buy |
68,262
+148
| +0.2% | +$8.53K | 0.56% | 33 |
|
|
2014
Q1 | $4.14M | Buy |
68,114
+10,977
| +19% | +$666K | 0.65% | 22 |
|
|
2013
Q4 | $3.34M | Buy |
57,137
+36,976
| +183% | +$2.16M | 0.56% | 33 |
|
|
2013
Q3 | $1.04M | Buy |
20,161
+9,725
| +93% | +$503K | 0.25% | 98 |
|
|
2013
Q2 | $551K | Buy |
+10,436
| New | +$551K | 0.15% | 161 |
|