Mork 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,100
| Closed | -$1.04M | – | 121 |
|
|
2016
Q4 | $1.04M | Hold |
12,100
| – | – | 0.73% | 44 |
|
|
2016
Q3 | $806K | Hold |
12,100
| – | – | 0.77% | 69 |
|
|
2016
Q2 | $752K | Hold |
12,100
| – | – | 0.75% | 72 |
|
|
2016
Q1 | $717K | Hold |
12,100
| – | – | 0.7% | 85 |
|
|
2015
Q4 | $799K | Buy |
12,100
+400
| +3% | +$26.4K | 0.77% | 50 |
|
|
2015
Q3 | $713K | Hold |
11,700
| – | – | 0.84% | 53 |
|
|
2015
Q2 | $793K | Hold |
11,700
| – | – | 0.93% | 40 |
|
|
2015
Q1 | $709K | Hold |
11,700
| – | – | 0.82% | 62 |
|
|
2014
Q4 | $732K | Buy |
+11,700
| New | +$732K | 0.56% | 69 |
|