SBCM
JPM.WS
Schwerin Boyle Capital Management’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,500
| Closed | -$405K | – | 69 |
|
|
2017
Q3 | $405K | Sell |
7,500
-195,053
| -96% | -$10.5M | 0.05% | 61 |
|
|
2017
Q2 | $10.2M | Hold |
202,553
| – | – | 1.2% | 29 |
|
|
2017
Q1 | $9.38M | Sell |
202,553
-192,500
| -49% | -$8.91M | 1.15% | 31 |
|
|
2016
Q4 | $17.5M | Sell |
395,053
-63,000
| -14% | -$2.79M | 2.16% | 19 |
|
|
2016
Q3 | $11.3M | Hold |
458,053
| – | – | 1.56% | 24 |
|
|
2016
Q2 | $9.28M | Hold |
458,053
| – | – | 1.33% | 26 |
|
|
2016
Q1 | $8.11M | Hold |
458,053
| – | – | 1.14% | 32 |
|
|
2015
Q4 | $10.9M | Hold |
458,053
| – | – | 1.51% | 23 |
|
|
2015
Q3 | $9.12M | Hold |
458,053
| – | – | 1.31% | 26 |
|
|
2015
Q2 | $11.3M | Buy |
458,053
+20,684
| +5% | +$512K | 1.49% | 23 |
|
|
2015
Q1 | $9.63M | Buy |
+437,369
| New | +$9.63M | 1.35% | 25 |
|