Piershale Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-63
| Closed | -$4K | – | 174 |
|
|
2015
Q4 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 154 |
|
|
2015
Q1 | – | Sell |
-265
| Closed | -$17K | – | 151 |
|
|
2014
Q4 | $17K | Buy |
265
+115
| +77% | +$7.38K | 0.01% | 78 |
|
|
2014
Q3 | $9K | Buy |
+150
| New | +$9K | 0.01% | 91 |
|
|
2014
Q1 | – | Sell |
-205
| Closed | -$12K | – | 163 |
|
|
2013
Q4 | $12K | Buy |
205
+1
| +0.5% | +$59 | 0.02% | 61 |
|
|
2013
Q3 | $11K | Buy |
204
+1
| +0.5% | +$54 | 0.01% | 71 |
|
|
2013
Q2 | $11K | Buy |
+203
| New | +$11K | 0.02% | 52 |
|