MSI Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10.6M | Buy |
122,810
+11,021
| +10% | +$951K | 0.34% | 68 |
|
|
2016
Q3 | $7.44M | Sell |
111,789
-10,229
| -8% | -$681K | 0.26% | 90 |
|
|
2016
Q2 | $7.58M | Buy |
122,018
+4,792
| +4% | +$298K | 0.27% | 83 |
|
|
2016
Q1 | $6.94M | Buy |
117,226
+6,456
| +6% | +$382K | 0.29% | 78 |
|
|
2015
Q4 | $7.31M | Buy |
110,770
+39,340
| +55% | +$2.6M | 0.33% | 65 |
|
|
2015
Q3 | $4.36M | Buy |
71,430
+384
| +0.5% | +$23.4K | 0.34% | 55 |
|
|
2015
Q2 | $4.81M | Buy |
71,046
+12,904
| +22% | +$874K | 0.34% | 61 |
|
|
2015
Q1 | $3.52M | Buy |
58,142
+15,827
| +37% | +$959K | 0.25% | 93 |
|
|
2014
Q4 | $2.65M | Buy |
42,315
+3,674
| +10% | +$230K | 0.29% | 83 |
|
|
2014
Q3 | $2.33M | Buy |
38,641
+4,482
| +13% | +$270K | 0.28% | 85 |
|
|
2014
Q2 | $1.97M | Sell |
34,159
-953
| -3% | -$54.9K | 0.26% | 97 |
|
|
2014
Q1 | $2.13M | Buy |
35,112
+1,209
| +4% | +$73.4K | 0.31% | 77 |
|
|
2013
Q4 | $1.98M | Buy |
33,903
+2,617
| +8% | +$153K | 0.3% | 83 |
|
|
2013
Q3 | $1.62M | Buy |
31,286
+244
| +0.8% | +$12.6K | 0.28% | 88 |
|
|
2013
Q2 | $1.64M | Buy |
+31,042
| New | +$1.64M | 0.33% | 77 |
|