Maple Securities USA’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-37,250
| Closed | -$2.27M | – | 21 |
|
2015
Q3 | $2.27M | Buy |
37,250
+27
| +0.1% | +$1.65K | 0.29% | 22 |
|
2015
Q2 | $2.52M | Sell |
37,223
-53,776
| -59% | -$3.64M | 0.24% | 34 |
|
2015
Q1 | $5.51M | Buy |
90,999
+2,915
| +3% | +$177K | 0.46% | 27 |
|
2014
Q4 | $5.51M | Buy |
+88,084
| New | +$5.51M | 0.43% | 31 |
|
2014
Q2 | – | Sell |
-6,571
| Closed | -$399K | – | 258 |
|
2014
Q1 | $399K | Buy |
6,571
+2,764
| +73% | +$168K | 0.04% | 97 |
|
2013
Q4 | $223K | Sell |
3,807
-71,753
| -95% | -$4.2M | 0.02% | 317 |
|
2013
Q3 | $3.91M | Buy |
75,560
+6,090
| +9% | +$315K | 0.31% | 71 |
|
2013
Q2 | $3.67M | Buy |
+69,470
| New | +$3.67M | 0.34% | 67 |
|