OCM
Otter Creek Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-20,000
| Closed | -$1.36M | – | 56 |
|
|
2015
Q2 | $1.36M | Sell |
20,000
-15,000
| -43% | -$1.02M | 1.22% | 15 |
|
|
2015
Q1 | $2.12M | Sell |
35,000
-23,000
| -40% | -$1.39M | 1.93% | 8 |
|
|
2014
Q4 | $3.63M | Sell |
58,000
-7,160
| -11% | -$448K | 1.65% | 12 |
|
|
2014
Q3 | $3.93M | Sell |
65,160
-8,440
| -11% | -$508K | 1.94% | 9 |
|
|
2014
Q2 | $4.24M | Buy |
73,600
+12,800
| +21% | +$738K | 1.93% | 10 |
|
|
2014
Q1 | $3.69M | Buy |
60,800
+500
| +0.8% | +$30.4K | 1.57% | 10 |
|
|
2013
Q4 | $3.53M | Buy |
60,300
+40,300
| +202% | +$2.36M | 0.83% | 11 |
|
|
2013
Q3 | $1.03M | Buy |
+20,000
| New | +$1.03M | 0.25% | 21 |
|