ST
Semper Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.28M | Buy |
+19,360
| New | +$1.28M | 1.78% | 9 |
|
|
2015
Q2 | $3.31M | Sell |
48,845
-2,290
| -4% | -$155K | 1.54% | 8 |
|
|
2015
Q1 | $3.1M | Sell |
51,135
-1,910
| -4% | -$116K | 1.35% | 12 |
|
|
2014
Q4 | $3.32M | Buy |
53,045
+7,092
| +15% | +$444K | 1.33% | 15 |
|
|
2014
Q3 | $2.77M | Sell |
45,953
-9,497
| -17% | -$572K | 1.36% | 15 |
|
|
2014
Q2 | $3.2M | Buy |
55,450
+10
| +0% | +$576 | 1.25% | 22 |
|
|
2014
Q1 | $3.37M | Buy |
55,440
+2,605
| +5% | +$158K | 1.37% | 12 |
|
|
2013
Q4 | $3.09M | Sell |
52,835
-1,270
| -2% | -$74.3K | 1.27% | 17 |
|
|
2013
Q3 | $2.8M | Buy |
54,105
+7,590
| +16% | +$392K | 1.27% | 20 |
|
|
2013
Q2 | $2.46M | Buy |
+46,515
| New | +$2.46M | 1.42% | 17 |
|