Prelude Capital Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,818
| Closed | -$132K | – | 1969 |
|
|
2018
Q3 | $132K | Sell |
1,818
-670
| -27% | -$48.6K | 0.01% | 626 |
|
|
2018
Q2 | $158K | Sell |
2,488
-2,587
| -51% | -$164K | 0.01% | 633 |
|
|
2018
Q1 | $353K | Sell |
5,075
-1,520
| -23% | -$106K | 0.03% | 465 |
|
|
2017
Q4 | $438K | Buy |
6,595
+95
| +1% | +$6.31K | 0.04% | 398 |
|
|
2017
Q3 | $351K | Buy |
6,500
+3,600
| +124% | +$194K | 0.03% | 420 |
|
|
2017
Q2 | $146K | Buy |
+2,900
| New | +$146K | 0.01% | 610 |
|
|
2016
Q3 | – | Sell |
-4,735
| Closed | -$96K | – | 1886 |
|
|
2016
Q2 | $96K | Sell |
4,735
-310
| -6% | -$6.29K | 0.01% | 740 |
|
|
2016
Q1 | $89K | Sell |
5,045
-5,675
| -53% | -$100K | 0.01% | 736 |
|
|
2015
Q4 | $254K | Sell |
10,720
-1,013
| -9% | -$24K | 0.04% | 420 |
|
|
2015
Q3 | $234K | Buy |
+11,733
| New | +$234K | 0.03% | 467 |
|