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Lupo Securities’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,000
Closed -$339K 91
2015
Q2
$339K Sell
5,000
-3,882
-44% -$263K 1.36% 14
2015
Q1
$538K Buy
8,882
+1,075
+14% +$65.1K 0.84% 22
2014
Q4
$489K Buy
+7,807
New +$489K 0.24% 28