RNS
Robert N. Shapiro’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $7.39M | Sell |
118,155
-13,929
| -11% | -$872K | 1.48% | 10 |
|
|
2014
Q3 | $7.96M | Sell |
132,084
-4,891
| -4% | -$295K | 1.51% | 11 |
|
|
2014
Q2 | $7.89M | Sell |
136,975
-8,995
| -6% | -$518K | 1.5% | 10 |
|
|
2014
Q1 | $8.86M | Sell |
145,970
-6,261
| -4% | -$380K | 1.64% | 9 |
|
|
2013
Q4 | $8.9M | Sell |
152,231
-9,444
| -6% | -$552K | 1.59% | 7 |
|
|
2013
Q3 | $8.36M | Buy |
161,675
+55,588
| +52% | +$2.87M | 1.47% | 9 |
|
|
2013
Q2 | $5.6M | Buy |
+106,087
| New | +$5.6M | 1.18% | 18 |
|