Muhlenkamp & Co’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 |
-356,620
| Closed | -$23.5M | – | 52 |
|
|
2015
Q4 | $23.5M | Sell |
356,620
-65
| -0% | -$4.29K | 7.07% | 2 |
|
|
2015
Q3 | $21.7M | Buy |
356,685
+80
| +0% | +$4.88K | 6.39% | 2 |
|
|
2015
Q2 | $24.2M | Buy |
356,605
+45
| +0% | +$3.05K | 5.23% | 3 |
|
|
2015
Q1 | $21.6M | Sell |
356,560
-2,975
| -0.8% | -$180K | 4.55% | 2 |
|
|
2014
Q4 | $22.5M | Sell |
359,535
-100,510
| -22% | -$6.29M | 4.51% | 2 |
|
|
2014
Q3 | $27.7M | Buy |
460,045
+3,000
| +0.7% | +$181K | 5.01% | 2 |
|
|
2014
Q2 | $26.3M | Sell |
457,045
-2,000
| -0.4% | -$115K | 4.65% | 3 |
|
|
2014
Q1 | $27.9M | Buy |
459,045
+2,225
| +0.5% | +$135K | 4.9% | 2 |
|
|
2013
Q4 | $26.7M | Buy |
456,820
+9,000
| +2% | +$526K | 4.65% | 2 |
|
|
2013
Q3 | $23.1M | Buy |
447,820
+1,265
| +0.3% | +$65.4K | 4.6% | 3 |
|
|
2013
Q2 | $23.6M | Buy |
+446,555
| New | +$23.6M | 4.91% | 2 |
|