Putnam Investments’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-55,033
| Closed | -$1.15M | – | 1573 |
|
|
2014
Q4 | $1.15M | Sell |
55,033
-375,000
| -87% | -$7.8M | ﹤0.01% | 1160 |
|
|
2014
Q3 | $8.65M | Sell |
430,033
-50,000
| -10% | -$1.01M | 0.02% | 532 |
|
|
2014
Q2 | $9.28M | Sell |
480,033
-538,809
| -53% | -$10.4M | 0.02% | 501 |
|
|
2014
Q1 | $20.6M | Hold |
1,018,842
| – | – | 0.05% | 322 |
|
|
2013
Q4 | $19.8M | Sell |
1,018,842
-145,000
| -12% | -$2.81M | 0.05% | 331 |
|
|
2013
Q3 | $19.5M | Hold |
1,163,842
| – | – | 0.05% | 320 |
|
|
2013
Q2 | $18.2M | Buy |
+1,163,842
| New | +$18.2M | 0.05% | 318 |
|