PCM
JPM.WS
Parsons Capital Management’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-19,620
| Closed | -$987K | – | 360 |
|
|
2017
Q2 | $987K | Sell |
19,620
-34,875
| -64% | -$1.75M | 0.12% | 168 |
|
|
2017
Q1 | $2.52M | Buy |
+54,495
| New | +$2.52M | 0.32% | 81 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 343 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 91 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 111 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 81 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 89 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 85 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 147 |
|