Neville Rodie & Shaw’s JPMorgan Chase & Co. JPM.PRD.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-13,500
| Closed | -$342K | – | 261 |
|
|
2017
Q3 | $342K | Hold |
13,500
| – | – | 0.04% | 195 |
|
|
2017
Q2 | $346K | Hold |
13,500
| – | – | 0.04% | 196 |
|
|
2017
Q1 | $343K | Hold |
13,500
| – | – | 0.04% | 199 |
|
|
2016
Q4 | $332K | Hold |
13,500
| – | – | 0.04% | 201 |
|
|
2016
Q3 | $349K | Hold |
13,500
| – | – | 0.04% | 202 |
|
|
2016
Q2 | $350K | Hold |
13,500
| – | – | 0.04% | 206 |
|
|
2016
Q1 | $344K | Hold |
13,500
| – | – | 0.04% | 197 |
|
|
2015
Q4 | $342K | Hold |
13,500
| – | – | 0.04% | 198 |
|
|
2015
Q3 | $326K | Hold |
13,500
| – | – | 0.04% | 204 |
|
|
2015
Q2 | $319K | Hold |
13,500
| – | – | 0.04% | 214 |
|
|
2015
Q1 | $335K | Hold |
13,500
| – | – | 0.03% | 215 |
|
|
2014
Q4 | $325K | Hold |
13,500
| – | – | 0.03% | 223 |
|
|
2014
Q3 | $309K | Sell |
13,500
-400
| -3% | -$9.16K | 0.03% | 221 |
|
|
2014
Q2 | $319K | Hold |
13,900
| – | – | 0.03% | 212 |
|
|
2014
Q1 | $304K | Hold |
13,900
| – | – | 0.03% | 208 |
|
|
2013
Q4 | $286K | Sell |
13,900
-1,000
| -7% | -$20.6K | 0.03% | 208 |
|
|
2013
Q3 | $320K | Sell |
14,900
-2,000
| -12% | -$43K | 0.04% | 196 |
|
|
2013
Q2 | $406K | Buy |
+16,900
| New | +$406K | 0.05% | 169 |
|