Parasol Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-375
| Closed | -$32K | – | 118 |
|
|
2016
Q4 | $32K | Buy |
+375
| New | +$32K | 0.03% | 118 |
|
|
2016
Q2 | – | Sell |
-80
| Closed | -$5K | – | 148 |
|
|
2016
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 142 |
|
|
2015
Q4 | $5K | Sell |
80
-166
| -67% | -$10.4K | ﹤0.01% | 143 |
|
|
2015
Q3 | $15K | Hold |
246
| – | – | 0.01% | 129 |
|
|
2015
Q2 | $17K | Sell |
246
-281
| -53% | -$19.4K | 0.01% | 166 |
|
|
2015
Q1 | $32K | Hold |
527
| – | – | 0.02% | 131 |
|
|
2014
Q4 | $33K | Hold |
527
| – | – | 0.02% | 146 |
|
|
2014
Q3 | $32K | Hold |
527
| – | – | 0.02% | 136 |
|
|
2014
Q2 | $30K | Buy |
527
+281
| +114% | +$16K | 0.02% | 141 |
|
|
2014
Q1 | $15K | Hold |
246
| – | – | 0.01% | 162 |
|
|
2013
Q4 | $14K | Buy |
+246
| New | +$14K | 0.01% | 167 |
|