Psagot Value Holdings’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-600
| Closed | -$15K | – | 416 |
|
|
2016
Q3 | $15K | Sell |
600
-400
| -40% | -$10K | ﹤0.01% | 301 |
|
|
2016
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 273 |
|
|
2016
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 321 |
|
|
2015
Q4 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 326 |
|
|
2015
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 327 |
|
|
2015
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 335 |
|
|
2015
Q1 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 320 |
|
|
2014
Q4 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 323 |
|
|
2014
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 359 |
|
|
2014
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 369 |
|
|
2014
Q1 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 437 |
|