Northwestern Mutual Investment Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-62
| Closed | -$4K | – | 46 |
|
|
2015
Q4 | $4K | Sell |
62
-75
| -55% | -$4.84K | ﹤0.01% | 48 |
|
|
2015
Q3 | $8K | Buy |
137
+116
| +552% | +$6.77K | ﹤0.01% | 49 |
|
|
2015
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 71 |
|
|
2014
Q4 | – | Sell |
-250
| Closed | -$15K | – | 139 |
|
|
2014
Q3 | $15K | Sell |
250
-25
| -9% | -$1.5K | 0.01% | 32 |
|
|
2014
Q2 | $16K | Buy |
275
+100
| +57% | +$5.82K | 0.01% | 32 |
|
|
2014
Q1 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 23 |
|