RS Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $73.9M | Buy |
1,189,992
+14,157
| +1% | +$880K | 0.76% | 24 |
|
2016
Q1 | $69.6M | Buy |
1,175,835
+6,938
| +0.6% | +$411K | 0.69% | 33 |
|
2015
Q4 | $77.2M | Sell |
1,168,897
-17,460
| -1% | -$1.15M | 0.69% | 37 |
|
2015
Q3 | $72.3M | Sell |
1,186,357
-25,234
| -2% | -$1.54M | 0.64% | 44 |
|
2015
Q2 | $82.1M | Sell |
1,211,591
-325,315
| -21% | -$22M | 0.7% | 40 |
|
2015
Q1 | $93.1M | Sell |
1,536,906
-64,447
| -4% | -$3.9M | 0.83% | 25 |
|
2014
Q4 | $100M | Buy |
1,601,353
+415,000
| +35% | +$26M | 0.89% | 20 |
|
2014
Q3 | $71.5M | Buy |
1,186,353
+311
| +0% | +$18.7K | 0.66% | 44 |
|
2014
Q2 | $68.3M | Buy |
1,186,042
+138,718
| +13% | +$7.99M | 0.57% | 58 |
|
2014
Q1 | $63.6M | Buy |
1,047,324
+249,024
| +31% | +$15.1M | 0.37% | 79 |
|
2013
Q4 | $46.7M | Sell |
798,300
-10,100
| -1% | -$591K | 0.29% | 112 |
|
2013
Q3 | $41.8M | Buy |
808,400
+288,900
| +56% | +$14.9M | 0.27% | 112 |
|
2013
Q2 | $27.4M | Buy |
+519,500
| New | +$27.4M | 0.2% | 136 |
|