OFI 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
Q3 | $9.25M | Sell |
151,711
-3,687
| -2% | -$225K | 0.6% | 17 |
|
|
2015
Q2 | $10.5M | Sell |
155,398
-13,692
| -8% | -$928K | 0.62% | 17 |
|
|
2015
Q1 | $10.2M | Sell |
169,090
-11,315
| -6% | -$685K | 0.61% | 18 |
|
|
2014
Q4 | $11.3M | Buy |
180,405
+7,361
| +4% | +$461K | 0.72% | 14 |
|
|
2014
Q3 | $10.4M | Sell |
173,044
-6,925
| -4% | -$417K | 0.74% | 13 |
|
|
2014
Q2 | $10.4M | Buy |
179,969
+7,983
| +5% | +$460K | 0.74% | 11 |
|
|
2014
Q1 | $10.4M | Buy |
171,986
+6,216
| +4% | +$377K | 0.81% | 9 |
|
|
2013
Q4 | $9.69M | Sell |
165,770
-4,983
| -3% | -$291K | 0.79% | 10 |
|
|
2013
Q3 | $8.83M | Buy |
170,753
+8,232
| +5% | +$426K | 0.85% | 9 |
|
|
2013
Q2 | $8.58M | Buy |
+162,521
| New | +$8.58M | 0.89% | 8 |
|