Reynolds Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,100
| Closed | -$433K | – | 151 |
|
|
2015
Q3 | $433K | Sell |
7,100
-2,000
| -22% | -$122K | 0.54% | 57 |
|
|
2015
Q2 | $617K | Buy |
9,100
+5,200
| +133% | +$353K | 0.6% | 41 |
|
|
2015
Q1 | $236K | Sell |
3,900
-2,300
| -37% | -$139K | 0.21% | 190 |
|
|
2014
Q4 | $388K | Buy |
6,200
+900
| +17% | +$56.3K | 0.32% | 113 |
|
|
2014
Q3 | $319K | Buy |
+5,300
| New | +$319K | 0.31% | 113 |
|
|
2014
Q1 | – | Sell |
-3,700
| Closed | -$216K | – | 419 |
|
|
2013
Q4 | $216K | Buy |
+3,700
| New | +$216K | 0.12% | 347 |
|
|
2013
Q3 | – | Sell |
-3,800
| Closed | -$201K | – | 439 |
|
|
2013
Q2 | $201K | Buy |
+3,800
| New | +$201K | 0.15% | 317 |
|