Sather Financial Group’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-311,242
| Closed | -$6.97M | – | 52 |
|
|
2015
Q1 | $6.97M | Buy |
311,242
+20,887
| +7% | +$467K | 3.04% | 12 |
|
|
2014
Q4 | $6.04M | Buy |
290,355
+10,425
| +4% | +$217K | 2.73% | 17 |
|
|
2014
Q3 | $5.63M | Sell |
279,930
-3,800
| -1% | -$76.4K | 2.55% | 18 |
|
|
2014
Q2 | $5.49M | Buy |
283,730
+52,525
| +23% | +$1.02M | 2.86% | 13 |
|
|
2014
Q1 | $4.67M | Hold |
231,205
| – | – | 2.95% | 15 |
|
|
2013
Q4 | $4.48M | Sell |
231,205
-2,150
| -0.9% | -$41.7K | 2.99% | 12 |
|
|
2013
Q3 | $3.91M | Buy |
+233,355
| New | +$3.91M | 2.81% | 11 |
|