Marathon Asset Management (UK)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-398,477
| Closed | -$24.8M | – | 106 |
|
|
2016
Q2 | $24.8M | Buy |
398,477
+7,247
| +2% | +$450K | 0.53% | 64 |
|
|
2016
Q1 | $23.2M | Sell |
391,230
-81,224
| -17% | -$4.81M | 0.51% | 67 |
|
|
2015
Q4 | $31.2M | Sell |
472,454
-11,510
| -2% | -$760K | 0.71% | 55 |
|
|
2015
Q3 | $29.5M | Buy |
483,964
+2,617
| +0.5% | +$160K | 0.71% | 53 |
|
|
2015
Q2 | $32.6M | Sell |
481,347
-10,276
| -2% | -$696K | 0.75% | 49 |
|
|
2015
Q1 | $29.8M | Sell |
491,623
-5,907
| -1% | -$358K | 0.72% | 48 |
|
|
2014
Q4 | $31.1M | Sell |
497,530
-2,207
| -0.4% | -$138K | 0.75% | 48 |
|
|
2014
Q3 | $30.1M | Buy |
499,737
+14,628
| +3% | +$881K | 0.74% | 47 |
|
|
2014
Q2 | $27.9M | Sell |
485,109
-228
| -0% | -$13.1K | 0.69% | 50 |
|
|
2014
Q1 | $29.5M | Buy |
+485,337
| New | +$29.5M | 0.76% | 50 |
|
|
2013
Q4 | – | Sell |
-676,078
| Closed | -$34.9M | – | 63 |
|
|
2013
Q3 | $34.9M | Buy |
676,078
+19,096
| +3% | +$987K | 0.85% | 43 |
|
|
2013
Q2 | $34.5M | Buy |
+656,982
| New | +$34.5M | 0.82% | 47 |
|