McGlinn Capital Management’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 |
-8,500
| Closed | -$164K | – | 80 |
|
|
2014
Q2 | $164K | Hold |
8,500
| – | – | 0.35% | 56 |
|
|
2014
Q1 | $172K | Sell |
8,500
-2,000
| -19% | -$40.5K | 0.36% | 50 |
|
|
2013
Q4 | $204K | Sell |
10,500
-12,800
| -55% | -$249K | 0.46% | 45 |
|
|
2013
Q3 | $391K | Sell |
23,300
-45,100
| -66% | -$757K | 0.95% | 33 |
|
|
2013
Q2 | $1.07M | Buy |
+68,400
| New | +$1.07M | 2.92% | 8 |
|