Palouse Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-250
| Closed | -$50.1K | – | 140 |
|
|
2024
Q1 | $50.1K | Buy |
+250
| New | +$50.1K | 0.03% | 114 |
|
|
2016
Q4 | – | Sell |
-104,093
| Closed | -$6.93M | – | 101 |
|
|
2016
Q3 | $6.93M | Sell |
104,093
-1,798
| -2% | -$120K | 2.95% | 5 |
|
|
2016
Q2 | $6.58M | Sell |
105,891
-3,488
| -3% | -$217K | 2.67% | 5 |
|
|
2016
Q1 | $6.48M | Sell |
109,379
-1,076
| -1% | -$63.7K | 2.64% | 6 |
|
|
2015
Q4 | $7.29M | Sell |
110,455
-3,782
| -3% | -$250K | 2.84% | 1 |
|
|
2015
Q3 | $6.97M | Sell |
114,237
-1,338
| -1% | -$81.6K | 2.69% | 2 |
|
|
2015
Q2 | $7.83M | Sell |
115,575
-6,642
| -5% | -$450K | 2.76% | 3 |
|
|
2015
Q1 | $7.4M | Buy |
122,217
+2,738
| +2% | +$166K | 2.61% | 4 |
|
|
2014
Q4 | $7.48M | Sell |
119,479
-90
| -0.1% | -$5.63K | 2.64% | 2 |
|
|
2014
Q3 | $7.2M | Buy |
119,569
+2,919
| +3% | +$176K | 2.75% | 4 |
|
|
2014
Q2 | $6.72M | Buy |
116,650
+17,370
| +17% | +$1M | 2.48% | 6 |
|
|
2014
Q1 | $6.03M | Sell |
99,280
-3,075
| -3% | -$187K | 2.26% | 9 |
|
|
2013
Q4 | $5.99M | Sell |
102,355
-1,185
| -1% | -$69.3K | 2.29% | 11 |
|
|
2013
Q3 | $5.35M | Sell |
103,540
-1,700
| -2% | -$87.9K | 2.16% | 11 |
|
|
2013
Q2 | $5.56M | Buy |
+105,240
| New | +$5.56M | 2.36% | 6 |
|