RMC
Regis Management Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,990
| Closed | -$396K | – | 84 |
|
|
2015
Q4 | $396K | Buy |
+5,990
| New | +$396K | 0.09% | 54 |
|
|
2015
Q3 | – | Sell |
-3,638
| Closed | -$247K | – | 54 |
|
|
2015
Q2 | $247K | Hold |
3,638
| – | – | 0.06% | 46 |
|
|
2015
Q1 | $220K | Hold |
3,638
| – | – | 0.06% | 46 |
|
|
2014
Q4 | $228K | Sell |
3,638
-41
| -1% | -$2.57K | 0.07% | 47 |
|
|
2014
Q3 | $222K | Hold |
3,679
| – | – | 0.06% | 46 |
|
|
2014
Q2 | $212K | Hold |
3,679
| – | – | 0.06% | 49 |
|
|
2014
Q1 | $223K | Sell |
3,679
-226
| -6% | -$13.7K | 0.07% | 45 |
|
|
2013
Q4 | $228K | Buy |
+3,905
| New | +$228K | 0.08% | 44 |
|
|
2013
Q3 | – | Sell |
-3,923
| Closed | -$207K | – | 50 |
|
|
2013
Q2 | $207K | Buy |
+3,923
| New | +$207K | 0.07% | 48 |
|