Private Capital Management (Minnesota)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $1.38M | Sell |
14,450
-2,100
| -13% | -$201K | 1.55% | 6 |
|
|
2017
Q2 | $1.51M | Sell |
16,550
-350
| -2% | -$32K | 1.68% | 5 |
|
|
2017
Q1 | $1.48M | Sell |
16,900
-850
| -5% | -$74.6K | 1.62% | 5 |
|
|
2016
Q4 | $1.53M | Sell |
17,750
-7,700
| -30% | -$665K | 1.71% | 4 |
|
|
2016
Q3 | $1.7M | Sell |
25,450
-5,650
| -18% | -$376K | 1.78% | 3 |
|
|
2016
Q2 | $1.93M | Sell |
31,100
-2,350
| -7% | -$146K | 1.91% | 2 |
|
|
2016
Q1 | $1.98M | Buy |
33,450
+3,750
| +13% | +$222K | 1.82% | 2 |
|
|
2015
Q4 | $1.96M | Buy |
+29,700
| New | +$1.96M | 1.81% | 1 |
|