Kovitz Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $68.7M | Sell |
1,039,923
-30,332
| -3% | -$2M | 4.23% | 6 |
|
|
2015
Q3 | $65.3M | Sell |
1,070,255
-42,179
| -4% | -$2.57M | 3.8% | 7 |
|
|
2015
Q2 | $75.4M | Sell |
1,112,434
-53,959
| -5% | -$3.66M | 4.19% | 4 |
|
|
2015
Q1 | $70.7M | Sell |
1,166,393
-40,165
| -3% | -$2.43M | 3.88% | 6 |
|
|
2014
Q4 | $75.5M | Sell |
1,206,558
-3,832
| -0.3% | -$240K | 3.72% | 6 |
|
|
2014
Q3 | $72.8M | Buy |
1,210,390
+13,266
| +1% | +$798K | 3.74% | 5 |
|
|
2014
Q2 | $69M | Buy |
1,197,124
+132,527
| +12% | +$7.64M | 3.59% | 7 |
|
|
2014
Q1 | $64.5M | Sell |
1,064,597
-52,230
| -5% | -$3.16M | 3.31% | 5 |
|
|
2013
Q4 | $65.3M | Buy |
1,116,827
+1,099,971
| +6,526% | +$64.3M | 2.98% | 14 |
|
|
2013
Q3 | $871K | Sell |
16,856
-700
| -4% | -$36.2K | 0.04% | 65 |
|
|
2013
Q2 | $927K | Buy |
+17,556
| New | +$927K | 0.05% | 60 |
|