Oak Hill Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-70,836
| Closed | -$4.32M | – | 28 |
|
|
2015
Q3 | $4.32M | Hold |
70,836
| – | – | 0.69% | 15 |
|
|
2015
Q2 | $4.8M | Sell |
70,836
-219,164
| -76% | -$14.9M | 0.86% | 14 |
|
|
2015
Q1 | $17.6M | Hold |
290,000
| – | – | 3.09% | 7 |
|
|
2014
Q4 | $18.1M | Hold |
290,000
| – | – | 3.15% | 9 |
|
|
2014
Q3 | $17.5M | Hold |
290,000
| – | – | 1.97% | 7 |
|
|
2014
Q2 | $16.7M | Buy |
+290,000
| New | +$16.7M | 2.2% | 7 |
|