Northroad Capital 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
Q3 | – | Sell |
-6,396
| Closed | -$397K | – | 44 |
|
|
2016
Q2 | $397K | Sell |
6,396
-321
| -5% | -$19.9K | 0.3% | 46 |
|
|
2016
Q1 | $398K | Sell |
6,717
-331
| -5% | -$19.6K | 0.26% | 49 |
|
|
2015
Q4 | $465K | Sell |
7,048
-405
| -5% | -$26.7K | 0.28% | 47 |
|
|
2015
Q3 | $454K | Sell |
7,453
-337
| -4% | -$20.5K | 0.27% | 46 |
|
|
2015
Q2 | $528K | Sell |
7,790
-656
| -8% | -$44.5K | 0.27% | 46 |
|
|
2015
Q1 | $512K | Sell |
8,446
-855
| -9% | -$51.8K | 0.27% | 48 |
|
|
2014
Q4 | $582K | Sell |
9,301
-560
| -6% | -$35K | 0.26% | 47 |
|
|
2014
Q3 | $594K | Sell |
9,861
-441
| -4% | -$26.6K | 0.23% | 47 |
|
|
2014
Q2 | $594K | Sell |
10,302
-567
| -5% | -$32.7K | 0.21% | 49 |
|
|
2014
Q1 | $660K | Sell |
10,869
-3,191
| -23% | -$194K | 0.24% | 49 |
|
|
2013
Q4 | $822K | Sell |
14,060
-1,945
| -12% | -$114K | 0.29% | 51 |
|
|
2013
Q3 | $827K | Sell |
16,005
-2,250
| -12% | -$116K | 0.32% | 50 |
|
|
2013
Q2 | $964K | Buy |
+18,255
| New | +$964K | 0.37% | 50 |
|