Legg Mason Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,300
| Closed | -$703K | – | 106 |
|
|
2016
Q2 | $703K | Sell |
11,300
-12,500
| -53% | -$778K | 0.76% | 61 |
|
|
2016
Q1 | $1.41M | Hold |
23,800
| – | – | 1.45% | 5 |
|
|
2015
Q4 | $1.57M | Sell |
23,800
-1,300
| -5% | -$85.9K | 1.64% | 7 |
|
|
2015
Q3 | $1.53M | Sell |
25,100
-1,200
| -5% | -$73.2K | 1.55% | 8 |
|
|
2015
Q2 | $1.78M | Sell |
26,300
-2,100
| -7% | -$142K | 1.62% | 6 |
|
|
2015
Q1 | $1.72M | Sell |
28,400
-3,900
| -12% | -$236K | 1.4% | 9 |
|
|
2014
Q4 | $2.02M | Sell |
32,300
-4,100
| -11% | -$257K | 1.53% | 8 |
|
|
2014
Q3 | $2.19M | Sell |
36,400
-4,300
| -11% | -$259K | 1.54% | 10 |
|
|
2014
Q2 | $2.35M | Sell |
40,700
-3,700
| -8% | -$213K | 1.48% | 13 |
|
|
2014
Q1 | $2.7M | Sell |
44,400
-5,100
| -10% | -$310K | 1.59% | 9 |
|
|
2013
Q4 | $2.9M | Sell |
49,500
-9,200
| -16% | -$538K | 1.67% | 7 |
|
|
2013
Q3 | $3.04M | Sell |
58,700
-5,300
| -8% | -$274K | 1.64% | 7 |
|
|
2013
Q2 | $3.38M | Buy |
+64,000
| New | +$3.38M | 1.81% | 9 |
|