Schooner Investment Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $333K | Sell |
|
|||||
|
2016
Q2 | $613K | Sell |
|
|||||
|
2016
Q1 | $748K | Sell |
|
|||||
|
2015
Q4 | $1.27M | Sell |
|
|||||
|
2015
Q3 | $1.97M | Sell |
|
|||||
|
2015
Q2 | $2.79M | Sell |
|
|||||
|
2015
Q1 | $3.9M | Sell |
|
|||||
|
2014
Q4 | $5M | Sell |
|
|||||
|
2014
Q3 | $5.98M | Hold |
|
|||||
|
2014
Q2 | $5.76M | Buy |
|
|||||
|
2014
Q1 | $4.25M | Hold |
|
|||||
|
2013
Q4 | $4.08M | Buy |
|
|||||
|
2013
Q3 | $3.33M | Buy |
|
|||||
|
2013
Q2 | $2.31M | Buy |
|