NCM Capital Management Group’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 | $386K | Hold |
5,790
| – | – | 4.69% | 1 |
|
|
2016
Q2 | $360K | Sell |
5,790
-150
| -3% | -$9.33K | 4.39% | 1 |
|
|
2016
Q1 | $352K | Sell |
5,940
-200
| -3% | -$11.9K | 4.3% | 1 |
|
|
2015
Q4 | $405K | Hold |
6,140
| – | – | 4.75% | 1 |
|
|
2015
Q3 | $374K | Hold |
6,140
| – | – | 4.64% | 1 |
|
|
2015
Q2 | $416K | Hold |
6,140
| – | – | 4.68% | 1 |
|
|
2015
Q1 | $372K | Hold |
6,140
| – | – | 4.23% | 1 |
|
|
2014
Q4 | $384K | Hold |
6,140
| – | – | 4.32% | 1 |
|
|
2014
Q3 | $370K | Hold |
6,140
| – | – | 4.34% | 1 |
|
|
2014
Q2 | $354K | Sell |
6,140
-2,550
| -29% | -$147K | 4.12% | 2 |
|
|
2014
Q1 | $528K | Hold |
8,690
| – | – | 4.17% | 1 |
|
|
2013
Q4 | $508K | Hold |
8,690
| – | – | 0.33% | 74 |
|
|
2013
Q3 | $449K | Buy |
8,690
+400
| +5% | +$20.7K | 0.32% | 72 |
|
|
2013
Q2 | $438K | Buy |
+8,290
| New | +$438K | 0.34% | 69 |
|