Perkins 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 | $5.69M | Buy |
64,724
+19,347
| +43% | +$1.7M | 0.07% | 170 |
|
|
2016
Q4 | $3.92M | Buy |
45,377
+4,606
| +11% | +$397K | 0.05% | 179 |
|
|
2016
Q3 | $2.72M | Sell |
40,771
-38,663
| -49% | -$2.57M | 0.04% | 182 |
|
|
2016
Q2 | $4.94M | Sell |
79,434
-37,326
| -32% | -$2.32M | 0.07% | 174 |
|
|
2016
Q1 | $6.92M | Sell |
116,760
-1,697
| -1% | -$101K | 0.1% | 163 |
|
|
2015
Q4 | $7.82M | Sell |
118,457
-3,903
| -3% | -$258K | 0.11% | 148 |
|
|
2015
Q3 | $7.46M | Sell |
122,360
-119,735
| -49% | -$7.3M | 0.11% | 149 |
|
|
2015
Q2 | $16.4M | Buy |
242,095
+65,360
| +37% | +$4.43M | 0.19% | 141 |
|
|
2015
Q1 | $10.7M | Sell |
176,735
-87,000
| -33% | -$5.27M | 0.11% | 170 |
|
|
2014
Q4 | $16.5M | Buy |
263,735
+10,673
| +4% | +$668K | 0.15% | 154 |
|
|
2014
Q3 | $15.2M | Sell |
253,062
-7,710
| -3% | -$464K | 0.14% | 151 |
|
|
2014
Q2 | $15M | Buy |
260,772
+11,033
| +4% | +$636K | 0.12% | 149 |
|
|
2014
Q1 | $15.2M | Buy |
249,739
+90,788
| +57% | +$5.51M | 0.12% | 153 |
|
|
2013
Q4 | $9.3M | Buy |
158,951
+98,600
| +163% | +$5.77M | 0.06% | 193 |
|
|
2013
Q3 | $3.12M | Hold |
60,351
| – | – | 0.02% | 214 |
|
|
2013
Q2 | $3.19M | Buy |
+60,351
| New | +$3.19M | 0.02% | 228 |
|