Kovitz Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $68.7M | Sell |
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|
2015
Q3 | $65.3M | Sell |
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|
2015
Q2 | $75.4M | Sell |
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|
2015
Q1 | $70.7M | Sell |
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|
2014
Q4 | $75.5M | Sell |
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|
2014
Q3 | $72.8M | Buy |
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|
2014
Q2 | $69M | Buy |
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|
2014
Q1 | $64.5M | Sell |
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|
2013
Q4 | $65.3M | Buy |
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|
2013
Q3 | $871K | Sell |
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|
2013
Q2 | $927K | Buy |
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