Madden Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,835
| Closed | -$111K | – | 335 |
|
|
2014
Q3 | $111K | Hold |
1,835
| – | – | 0.06% | 117 |
|
|
2014
Q2 | $106K | Hold |
1,835
| – | – | 0.05% | 114 |
|
|
2014
Q1 | $111K | Sell |
1,835
-500
| -21% | -$30.2K | 0.06% | 104 |
|
|
2013
Q4 | $137K | Hold |
2,335
| – | – | 0.1% | 86 |
|
|
2013
Q3 | $121K | Sell |
2,335
-50
| -2% | -$2.59K | 0.11% | 73 |
|
|
2013
Q2 | $126K | Buy |
+2,385
| New | +$126K | 0.1% | 77 |
|