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Parametric Risk Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$8.04M Hold
120,692
0.54% 33
2016
Q2
$7.5M Sell
120,692
-7,500
-6% -$466K 0.49% 42
2016
Q1
$7.59M Buy
128,192
+40,692
+47% +$2.41M 0.52% 38
2015
Q4
$5.78M Buy
87,500
+7,500
+9% +$495K 0.4% 38
2015
Q3
$4.88M Sell
80,000
-4,000
-5% -$244K 0.32% 41
2015
Q2
$5.69M Sell
84,000
-8,600
-9% -$583K 0.38% 42
2015
Q1
$5.61M Buy
92,600
+8,600
+10% +$521K 0.38% 41
2014
Q4
$5.26M Sell
84,000
-11,979
-12% -$750K 0.35% 46
2014
Q3
$5.78M Sell
95,979
-1,300
-1% -$78.3K 0.39% 45
2014
Q2
$5.61M Hold
97,279
0.37% 49
2014
Q1
$5.91M Sell
97,279
-6,000
-6% -$364K 0.41% 47
2013
Q4
$6.04M Hold
103,279
0.43% 45
2013
Q3
$5.34M Hold
103,279
0.37% 43
2013
Q2
$5.45M Buy
+103,279
New +$5.45M 0.38% 42