SEI Trust Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $27.5M | Buy |
456,016
+5,240
| +1% | +$316K | 0.27% | 84 |
|
|
2014
Q2 | $26M | Sell |
450,776
-223,202
| -33% | -$12.9M | 0.25% | 97 |
|
|
2014
Q1 | $40.9M | Sell |
673,978
-80,919
| -11% | -$4.91M | 0.41% | 44 |
|
|
2013
Q4 | $44.1M | Buy |
754,897
+55,108
| +8% | +$3.22M | 0.42% | 45 |
|
|
2013
Q3 | $36.2M | Sell |
699,789
-279,535
| -29% | -$14.4M | 0.4% | 51 |
|
|
2013
Q2 | $51.7M | Buy |
+979,324
| New | +$51.7M | 0.63% | 25 |
|