PSI
Pinnacle Summer Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $4.22M | Buy |
63,896
+20,932
| +49% | +$1.38M | 0.62% | 24 |
|
|
2015
Q3 | $2.64M | Buy |
42,964
+2,113
| +5% | +$130K | 0.45% | 46 |
|
|
2015
Q2 | $2.77M | Sell |
40,851
-4,088
| -9% | -$277K | 0.58% | 30 |
|
|
2015
Q1 | $2.72M | Sell |
44,939
-871
| -2% | -$52.8K | 0.38% | 48 |
|
|
2014
Q4 | $2.52M | Sell |
45,810
-3,629
| -7% | -$200K | 0.31% | 59 |
|
|
2014
Q3 | $2.98M | Buy |
49,439
+703
| +1% | +$42.3K | 0.33% | 44 |
|
|
2014
Q2 | $2.87M | Sell |
48,736
-21,817
| -31% | -$1.29M | 0.33% | 32 |
|
|
2014
Q1 | $3.95M | Buy |
70,553
+61,049
| +642% | +$3.42M | 0.5% | 28 |
|
|
2013
Q4 | $556K | Buy |
9,504
+1,007
| +12% | +$58.9K | 0.08% | 151 |
|
|
2013
Q3 | $439K | Buy |
8,497
+3,270
| +63% | +$169K | 0.08% | 153 |
|
|
2013
Q2 | $276K | Buy |
+5,227
| New | +$276K | 0.07% | 185 |
|