Quotient Investors’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 | $941K | Sell |
9,857
-15,200
| -61% | -$1.45M | 0.65% | 64 |
|
|
2017
Q2 | $2.29M | Sell |
25,057
-1,871
| -7% | -$171K | 1.63% | 10 |
|
|
2017
Q1 | $2.37M | Hold |
26,928
| – | – | 1.43% | 13 |
|
|
2016
Q4 | $2.32M | Hold |
26,928
| – | – | 1.46% | 12 |
|
|
2016
Q3 | $1.79M | Sell |
26,928
-18,373
| -41% | -$1.22M | 1.16% | 17 |
|
|
2016
Q2 | $2.82M | Sell |
45,301
-14,073
| -24% | -$874K | 1.33% | 13 |
|
|
2016
Q1 | $3.52M | Buy |
59,374
+26,609
| +81% | +$1.58M | 1.29% | 17 |
|
|
2015
Q4 | $2.16M | Sell |
32,765
-16,542
| -34% | -$1.09M | 0.83% | 41 |
|
|
2015
Q3 | $3.01M | Sell |
49,307
-40,287
| -45% | -$2.46M | 0.66% | 50 |
|
|
2015
Q2 | $6.07M | Hold |
89,594
| – | – | 0.83% | 36 |
|
|
2015
Q1 | $5.43M | Buy |
89,594
+17,600
| +24% | +$1.07M | 0.73% | 42 |
|
|
2014
Q4 | $4.51M | Hold |
71,994
| – | – | 0.92% | 28 |
|
|
2014
Q3 | $4.34M | Hold |
71,994
| – | – | 0.95% | 29 |
|
|
2014
Q2 | $4.15M | Sell |
71,994
-79
| -0.1% | -$4.55K | 0.9% | 34 |
|
|
2014
Q1 | $4.38M | Hold |
72,073
| – | – | 1% | 30 |
|
|
2013
Q4 | $4.22M | Hold |
72,073
| – | – | 0.99% | 31 |
|
|
2013
Q3 | $3.73M | Buy |
72,073
+6,600
| +10% | +$341K | 0.97% | 25 |
|
|
2013
Q2 | $3.46M | Buy |
+65,473
| New | +$3.46M | 0.97% | 26 |
|