Mountain Lake Investment Management’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 | – | Sell |
-52,500
| Closed | -$3.26M | – | 32 |
|
|
2016
Q2 | $3.26M | Buy |
52,500
+5,600
| +12% | +$348K | 1.97% | 18 |
|
|
2016
Q1 | $2.78M | Buy |
46,900
+16,900
| +56% | +$1M | 1.91% | 17 |
|
|
2015
Q4 | $1.98M | Buy |
+30,000
| New | +$1.98M | 1.42% | 18 |
|
|
2014
Q3 | – | Sell |
-104,212
| Closed | -$6.01M | – | 46 |
|
|
2014
Q2 | $6.01M | Buy |
104,212
+3,361
| +3% | +$194K | 3.78% | 11 |
|
|
2014
Q1 | $6.12M | Hold |
100,851
| – | – | 4.45% | 10 |
|
|
2013
Q4 | $5.9M | Hold |
100,851
| – | – | 4.07% | 10 |
|
|
2013
Q3 | $5.21M | Buy |
+100,851
| New | +$5.21M | 3.62% | 12 |
|