SFT
Simmons First Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $4.77M | Buy |
72,226
+45,165
| +167% | +$2.98M | 0.54% | 32 |
|
|
2015
Q3 | $1.65M | Buy |
27,061
+1,689
| +7% | +$103K | 0.41% | 53 |
|
|
2015
Q2 | $1.72M | Sell |
25,372
-242
| -0.9% | -$16.4K | 0.42% | 59 |
|
|
2015
Q1 | $1.55M | Sell |
25,614
-278
| -1% | -$16.8K | 0.38% | 66 |
|
|
2014
Q4 | $1.62M | Buy |
+25,892
| New | +$1.62M | 0.41% | 62 |
|
|
2014
Q2 | – | Sell |
-3,530
| Closed | -$215K | – | 130 |
|
|
2014
Q1 | $215K | Sell |
3,530
-812
| -19% | -$49.5K | 0.07% | 116 |
|
|
2013
Q4 | $254K | Sell |
4,342
-158
| -4% | -$9.24K | 0.08% | 109 |
|
|
2013
Q3 | $232K | Sell |
4,500
-930
| -17% | -$47.9K | 0.09% | 100 |
|
|
2013
Q2 | $286K | Buy |
+5,430
| New | +$286K | 0.14% | 83 |
|