MFIMFI
Mesirow Financial Investment Management - Fixed Income’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-13,893
| Closed | -$1.2M | – | 206 |
|
|
2016
Q4 | $1.2M | Hold |
13,893
| – | – | 0.07% | 103 |
|
|
2016
Q3 | $925K | Sell |
13,893
-6,827
| -33% | -$455K | 0.05% | 117 |
|
|
2016
Q2 | $1.29M | Sell |
20,720
-25,350
| -55% | -$1.58M | 0.08% | 113 |
|
|
2016
Q1 | $2.73M | Hold |
46,070
| – | – | 1.25% | 7 |
|
|
2015
Q4 | $3.04M | Sell |
46,070
-166
| -0.4% | -$11K | 1.4% | 4 |
|
|
2015
Q3 | $2.82M | Sell |
46,236
-2,403
| -5% | -$147K | 0.79% | 53 |
|
|
2015
Q2 | $3.3M | Buy |
48,639
+6,812
| +16% | +$462K | 0.78% | 51 |
|
|
2015
Q1 | $2.53M | Sell |
41,827
-137
| -0.3% | -$8.3K | 0.61% | 65 |
|
|
2014
Q4 | $2.63M | Hold |
41,964
| – | – | 0.65% | 55 |
|
|
2014
Q3 | $2.53M | Buy |
41,964
+2,003
| +5% | +$121K | 0.64% | 60 |
|
|
2014
Q2 | $2.3M | Sell |
39,961
-257
| -0.6% | -$14.8K | 0.56% | 68 |
|
|
2014
Q1 | $2.44M | Buy |
40,218
+8,420
| +26% | +$511K | 0.58% | 65 |
|
|
2013
Q4 | $1.86M | Buy |
31,798
+3,048
| +11% | +$178K | 0.5% | 73 |
|
|
2013
Q3 | $1.49M | Sell |
28,750
-7,577
| -21% | -$392K | 0.42% | 82 |
|
|
2013
Q2 | $1.92M | Buy |
+36,327
| New | +$1.92M | 0.58% | 68 |
|