Santa Fe Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-25,158
| Closed | -$1.53M | – | 537 |
|
|
2015
Q1 | $1.53M | Buy |
+25,158
| New | +$1.53M | 0.18% | 236 |
|
|
2014
Q2 | – | Sell |
-58,229
| Closed | -$3.54M | – | 547 |
|
|
2014
Q1 | $3.54M | Buy |
+58,229
| New | +$3.54M | 0.5% | 30 |
|
|
2013
Q3 | – | Sell |
-11,288
| Closed | -$596K | – | 536 |
|
|
2013
Q2 | $596K | Buy |
+11,288
| New | +$596K | 0.12% | 284 |
|