Mackenzie Financial’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-881,782
| Closed | -$17M | – | 753 |
|
|
2014
Q2 | $17M | Sell |
881,782
-811,800
| -48% | -$15.7M | 0.08% | 206 |
|
|
2014
Q1 | $34.2M | Sell |
1,693,582
-2,810,166
| -62% | -$56.8M | 0.17% | 128 |
|
|
2013
Q4 | $87.3M | Sell |
4,503,748
-1,062,300
| -19% | -$20.6M | 0.44% | 51 |
|
|
2013
Q3 | $93.3M | Sell |
5,566,048
-1,792,665
| -24% | -$30M | 0.47% | 54 |
|
|
2013
Q2 | $115M | Buy |
+7,358,713
| New | +$115M | 0.55% | 51 |
|