MSF Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-14,228
| Closed | -$939K | – | 8 |
|
|
2015
Q4 | $939K | Sell |
14,228
-66,559
| -82% | -$4.39M | 3.1% | 17 |
|
|
2015
Q3 | $4.93M | Sell |
80,787
-5,869
| -7% | -$358K | 1.27% | 24 |
|
|
2015
Q2 | $5.87M | Sell |
86,656
-21,539
| -20% | -$1.46M | 1.42% | 22 |
|
|
2015
Q1 | $6.56M | Sell |
108,195
-3,408
| -3% | -$206K | 1.64% | 20 |
|
|
2014
Q4 | $6.98M | Sell |
111,603
-16,331
| -13% | -$1.02M | 1.66% | 20 |
|
|
2014
Q3 | $7.71M | Sell |
127,934
-172
| -0.1% | -$10.4K | 1.81% | 21 |
|
|
2014
Q2 | $7.38M | Sell |
128,106
-7,123
| -5% | -$410K | 1.67% | 22 |
|
|
2014
Q1 | $8.21M | Sell |
135,229
-16,847
| -11% | -$1.02M | 1.85% | 20 |
|
|
2013
Q4 | $8.89M | Sell |
152,076
-6,043
| -4% | -$353K | 2.03% | 14 |
|
|
2013
Q3 | $8.17M | Buy |
+158,119
| New | +$8.17M | 1.98% | 16 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 15 |
|