RDM
Retirement Design & Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-15,480
| Closed | -$962K | – | 32 |
|
|
2016
Q2 | $962K | Buy |
15,480
+3,277
| +27% | +$204K | 0.6% | 35 |
|
|
2016
Q1 | $723K | Sell |
12,203
-169
| -1% | -$10K | 0.52% | 42 |
|
|
2015
Q4 | $817K | Buy |
12,372
+1,644
| +15% | +$109K | 0.46% | 46 |
|
|
2015
Q3 | $654K | Buy |
10,728
+600
| +6% | +$36.6K | 0.68% | 39 |
|
|
2015
Q2 | $686K | Buy |
10,128
+2,752
| +37% | +$186K | 0.59% | 40 |
|
|
2015
Q1 | $447K | Sell |
7,376
-42,168
| -85% | -$2.56M | 0.39% | 49 |
|
|
2014
Q4 | $3.1M | Buy |
+49,544
| New | +$3.1M | 2.35% | 10 |
|