New Century Investment Management’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 | $1.08M | Buy |
+12,562
| New | +$1.08M | 1.54% | 21 |
|
|
2014
Q2 | – | Sell |
-11,755
| Closed | -$714K | – | 92 |
|
|
2014
Q1 | $714K | Sell |
11,755
-20
| -0.2% | -$1.22K | 0.41% | 69 |
|
|
2013
Q4 | $689K | Sell |
11,775
-1,415
| -11% | -$82.8K | 0.41% | 70 |
|
|
2013
Q3 | $682K | Sell |
13,190
-14,610
| -53% | -$755K | 0.46% | 73 |
|
|
2013
Q2 | $1.47M | Buy |
+27,800
| New | +$1.47M | 1.08% | 42 |
|