Montage Investments’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
$1.4M Sell
20,971
-839
-4% -$55.9K 0.77% 32
2016
Q2
$1.36M Sell
21,810
-1,119
-5% -$69.5K 0.95% 25
2016
Q1
$1.36M Buy
22,929
+14,682
+178% +$870K 0.97% 26
2015
Q4
$545K Buy
+8,247
New +$545K 1.07% 35