Omega Advisors’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 |
-1,096,200
| Closed | -$72.4M | – | 75 |
|
|
2015
Q4 | $72.4M | Sell |
1,096,200
-3,700
| -0.3% | -$244K | 1.58% | 26 |
|
|
2015
Q3 | $67.1M | Sell |
1,099,900
-5,800
| -0.5% | -$354K | 1.35% | 29 |
|
|
2015
Q2 | $74.9M | Buy |
1,105,700
+3,700
| +0.3% | +$251K | 1.19% | 31 |
|
|
2015
Q1 | $66.8M | Buy |
1,102,000
+161,000
| +17% | +$9.75M | 1.06% | 38 |
|
|
2014
Q4 | $58.9M | Sell |
941,000
-860,800
| -48% | -$53.9M | 0.98% | 43 |
|
|
2014
Q3 | $109M | Buy |
+1,801,800
| New | +$109M | 1.6% | 29 |
|