Oxbow Advisors’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-66,325
| Closed | -$2.94M | – | 291 |
|
|
2016
Q4 | $2.94M | Sell |
66,325
-72,160
| -52% | -$3.2M | 0.37% | 73 |
|
|
2016
Q3 | $3.42M | Sell |
138,485
-3,000
| -2% | -$74K | 0.47% | 64 |
|
|
2016
Q2 | $2.86M | Sell |
141,485
-2,200
| -2% | -$44.4K | 0.41% | 78 |
|
|
2016
Q1 | $2.54M | Sell |
143,685
-390
| -0.3% | -$6.9K | 0.36% | 83 |
|
|
2015
Q4 | $3.41M | Sell |
144,075
-1,370
| -0.9% | -$32.4K | 0.43% | 72 |
|
|
2015
Q3 | $2.9M | Buy |
145,445
+26,120
| +22% | +$522K | 0.48% | 66 |
|
|
2015
Q2 | $2.95M | Buy |
+119,325
| New | +$2.95M | 0.38% | 78 |
|
|
2014
Q1 | – | Sell |
-18,450
| Closed | -$358K | – | 232 |
|
|
2013
Q4 | $358K | Buy |
+18,450
| New | +$358K | 0.05% | 176 |
|