Relative Value Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$303K Hold
2014
Q4
$313K Hold
2014
Q3
$301K Sell
2014
Q2
$331K Hold
2014
Q1
$349K Hold
2013
Q4
$336K Hold
2013
Q3
$297K Hold
2013
Q2
$304K Buy