New England Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $396K | Sell |
6,328
-1,013
| -14% | -$63.4K | 0.14% | 179 |
|
|
2014
Q3 | $442K | Buy |
7,341
+464
| +7% | +$27.9K | 0.15% | 157 |
|
|
2014
Q2 | $396K | Sell |
6,877
-106
| -2% | -$6.1K | 0.14% | 185 |
|
|
2014
Q1 | $424K | Hold |
6,983
| – | – | 0.16% | 155 |
|
|
2013
Q4 | $408K | Sell |
6,983
-216
| -3% | -$12.6K | 0.17% | 158 |
|
|
2013
Q3 | $372K | Buy |
7,199
+3,001
| +71% | +$155K | 0.19% | 140 |
|
|
2013
Q2 | $222K | Buy |
+4,198
| New | +$222K | 0.15% | 165 |
|