Lee Capital Management’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-12,500
Closed -$1.1M 83
2017
Q1
$1.1M Sell
12,500
-2,500
-17% -$220K 0.98% 47
2016
Q4
$1.29M Buy
+15,000
New +$1.29M 1.22% 31