Marque Millennium Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $2.83M | Sell |
46,340
-17,300
| -27% | -$1.05M | 2.02% | 17 |
|
|
2015
Q2 | $4.31M | Sell |
63,640
-18,200
| -22% | -$1.23M | 2.18% | 9 |
|
|
2015
Q1 | $4.96M | Hold |
81,840
| – | – | 1.95% | 12 |
|
|
2014
Q4 | $5.12M | Hold |
81,840
| – | – | 2.01% | 10 |
|
|
2014
Q3 | $4.93M | Hold |
81,840
| – | – | 1.98% | 14 |
|
|
2014
Q2 | $4.72M | Hold |
81,840
| – | – | 1.88% | 16 |
|
|
2014
Q1 | $4.97M | Hold |
81,840
| – | – | 2.09% | 12 |
|
|
2013
Q4 | $4.79M | Hold |
81,840
| – | – | 2.1% | 12 |
|
|
2013
Q3 | $4.23M | Hold |
81,840
| – | – | 2.09% | 14 |
|
|
2013
Q2 | $4.32M | Buy |
+81,840
| New | +$4.32M | 2.28% | 9 |
|