PAM
Princeton Alpha Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-19,417
| Closed | -$1.71M | – | 192 |
|
|
2017
Q1 | $1.71M | Buy |
+19,417
| New | +$1.71M | 0.57% | 23 |
|
|
2016
Q4 | – | Sell |
-16,235
| Closed | -$1.08M | – | 781 |
|
|
2016
Q3 | $1.08M | Sell |
16,235
-32,506
| -67% | -$2.16M | 0.2% | 155 |
|
|
2016
Q2 | $3.03M | Buy |
+48,741
| New | +$3.03M | 0.54% | 17 |
|
|
2015
Q2 | – | Sell |
-16,904
| Closed | -$1.02M | – | 804 |
|
|
2015
Q1 | $1.02M | Buy |
16,904
+10,523
| +165% | +$637K | 0.22% | 133 |
|
|
2014
Q4 | $399K | Buy |
+6,381
| New | +$399K | 0.11% | 307 |
|
|
2014
Q1 | – | Sell |
-12,085
| Closed | -$707K | – | 677 |
|
|
2013
Q4 | $707K | Buy |
+12,085
| New | +$707K | 0.52% | 17 |
|