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 |
|