RVP
Relative Value Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $303K | Hold |
5,000
| – | – | 0.03% | 98 |
|
|
2014
Q4 | $313K | Hold |
5,000
| – | – | 0.04% | 99 |
|
|
2014
Q3 | $301K | Sell |
5,000
-750
| -13% | -$45.2K | 0.04% | 87 |
|
|
2014
Q2 | $331K | Hold |
5,750
| – | – | 0.04% | 71 |
|
|
2014
Q1 | $349K | Hold |
5,750
| – | – | 0.05% | 73 |
|
|
2013
Q4 | $336K | Hold |
5,750
| – | – | 0.05% | 70 |
|
|
2013
Q3 | $297K | Hold |
5,750
| – | – | 0.05% | 68 |
|
|
2013
Q2 | $304K | Buy |
+5,750
| New | +$304K | 0.05% | 69 |
|