PAM
PT Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Hold |
0
| – | – | – | 60 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 66 |
|
|
2016
Q3 | – | Sell |
-31,400
| Closed | -$1.95M | – | 76 |
|
|
2016
Q2 | $1.95M | Buy |
31,400
+28,800
| +1,108% | +$1.79M | 0.31% | 3 |
|
|
2016
Q1 | $154K | Buy |
+2,600
| New | +$154K | 0.04% | 44 |
|
|
2015
Q4 | – | Sell |
-14,706
| Closed | -$897K | – | 92 |
|
|
2015
Q3 | $897K | Buy |
+14,706
| New | +$897K | 0.21% | 10 |
|