Lilley & Co’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$1.72M Buy
29,836
+407
+1% +$23.4K 0.77% 36
2014
Q1
$1.79M Buy
29,429
+2,722
+10% +$165K 0.82% 35
2013
Q4
$1.56M Buy
26,707
+2,732
+11% +$160K 0.73% 39
2013
Q3
$1.24M Buy
23,975
+500
+2% +$25.8K 0.65% 46
2013
Q2
$1.24M Buy
+23,475
New +$1.24M 0.67% 45