New York Life Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $33K | Sell |
371
-4,643
| -93% | -$413K | 1.61% | 6 |
|
|
2016
Q4 | $433K | Sell |
5,014
-243
| -5% | -$21K | 2.06% | 3 |
|
|
2016
Q3 | $350K | Sell |
5,257
-189
| -3% | -$12.6K | 1.73% | 7 |
|
|
2016
Q2 | $338K | Sell |
5,446
-868
| -14% | -$53.9K | 1.64% | 9 |
|
|
2016
Q1 | $374K | Sell |
6,314
-17
| -0.3% | -$1.01K | 1.62% | 8 |
|
|
2015
Q4 | $418K | Sell |
6,331
-164
| -3% | -$10.8K | 1.79% | 6 |
|
|
2015
Q3 | $396K | Buy |
6,495
+33
| +0.5% | +$2.01K | 1.76% | 6 |
|
|
2015
Q2 | $438K | Sell |
6,462
-434
| -6% | -$29.4K | 1.82% | 5 |
|
|
2015
Q1 | $418K | Sell |
6,896
-86
| -1% | -$5.21K | 1.66% | 6 |
|
|
2014
Q4 | $437K | Buy |
6,982
+25
| +0.4% | +$1.57K | 1.72% | 6 |
|
|
2014
Q3 | $419K | Sell |
6,957
-32
| -0.5% | -$1.93K | 1.73% | 6 |
|
|
2014
Q2 | $403K | Buy |
6,989
+351
| +5% | +$20.2K | 1.7% | 6 |
|
|
2014
Q1 | $403K | Buy |
6,638
+43
| +0.7% | +$2.61K | 1.78% | 6 |
|
|
2013
Q4 | $386K | Sell |
6,595
-136
| -2% | -$7.96K | 1.76% | 6 |
|
|
2013
Q3 | $348K | Sell |
6,731
-725
| -10% | -$37.5K | 1.75% | 6 |
|
|
2013
Q2 | $394K | Buy |
+7,456
| New | +$394K | 1.81% | 8 |
|