Platte River Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $1.02M | Sell |
16,667
-8,633
| -34% | -$526K | 0.94% | 37 |
|
2015
Q2 | $1.71M | Sell |
25,300
-2,620
| -9% | -$177K | 0.86% | 38 |
|
2015
Q1 | $1.69M | Sell |
27,920
-4,990
| -15% | -$302K | 0.76% | 48 |
|
2014
Q4 | $2.06M | Sell |
32,910
-19,710
| -37% | -$1.23M | 0.76% | 50 |
|
2014
Q3 | $3.17M | Sell |
52,620
-46,330
| -47% | -$2.79M | 0.82% | 44 |
|
2014
Q2 | $5.7M | Sell |
98,950
-4,850
| -5% | -$279K | 0.86% | 42 |
|
2014
Q1 | $6.3M | Sell |
103,800
-7,140
| -6% | -$433K | 0.85% | 38 |
|
2013
Q4 | $6.49M | Sell |
110,940
-18,030
| -14% | -$1.05M | 0.83% | 38 |
|
2013
Q3 | $6.67M | Sell |
128,970
-12,550
| -9% | -$649K | 0.82% | 36 |
|
2013
Q2 | $7.47M | Buy |
+141,520
| New | +$7.47M | 0.87% | 33 |
|