Palisades Investment Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$1.33M Sell
23,155
-15,900
-41% -$916K 2.38% 7
2014
Q1
$2.37M Buy
39,055
+20,000
+105% +$1.21M 2.57% 6
2013
Q4
$1.12M Sell
19,055
-6,600
-26% -$389K 1.24% 34
2013
Q3
$1.33M Hold
25,655
1.25% 33
2013
Q2
$1.35M Buy
+25,655
New +$1.35M 1.35% 30