Placemark Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $53.1M | Sell |
848,013
-17,178
| -2% | -$1.07M | 0.94% | 5 |
|
|
2014
Q3 | $52.1M | Buy |
865,191
+30,397
| +4% | +$1.83M | 0.96% | 7 |
|
|
2014
Q2 | $48.1M | Buy |
834,794
+56,124
| +7% | +$3.23M | 0.86% | 7 |
|
|
2014
Q1 | $47.3M | Sell |
778,670
-164,765
| -17% | -$10M | 0.9% | 11 |
|
|
2013
Q4 | $55.2M | Buy |
943,435
+51,304
| +6% | +$3M | 0.91% | 8 |
|
|
2013
Q3 | $46.1M | Buy |
892,131
+116,109
| +15% | +$6M | 0.87% | 8 |
|
|
2013
Q2 | $41M | Buy |
+776,022
| New | +$41M | 0.88% | 7 |
|