RTIM
Round Table Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-43,200
| Closed | -$2.62M | – | 45 |
|
|
2015
Q1 | $2.62M | Buy |
+43,200
| New | +$2.62M | 2.04% | 6 |
|
|
2014
Q4 | – | Sell |
-66,000
| Closed | -$3.98M | – | 35 |
|
|
2014
Q3 | $3.98M | Buy |
+66,000
| New | +$3.98M | 2.53% | 6 |
|
|
2014
Q1 | – | Sell |
-159,310
| Closed | -$9.32M | – | 57 |
|
|
2013
Q4 | $9.32M | Buy |
+159,310
| New | +$9.32M | 1.03% | 2 |
|