National Penn Investors Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $556K | Sell |
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|
2015
Q4 | $862K | Sell |
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|
2015
Q3 | $800K | Sell |
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|
2015
Q2 | $954K | Sell |
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|
2015
Q1 | $993K | Sell |
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|
2014
Q4 | $3.88M | Sell |
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|
2014
Q3 | $4.48M | Sell |
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|
2014
Q2 | $4.31M | Buy |
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|
2014
Q1 | $4.36M | Sell |
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|
2013
Q4 | $4.49M | Buy |
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|
2013
Q3 | $3.9M | Buy |
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|
2013
Q2 | $3.83M | Buy |
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