Smith Hayes Advisers’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $4.95M | Buy |
83,620
+3,732
| +5% | +$221K | 1.01% | 22 |
|
|
2015
Q4 | $5.28M | Sell |
79,888
-4,209
| -5% | -$278K | 1.11% | 17 |
|
|
2015
Q3 | $5.13M | Buy |
84,097
+3,704
| +5% | +$226K | 1.11% | 15 |
|
|
2015
Q2 | $5.45M | Buy |
80,393
+1,483
| +2% | +$100K | 1.08% | 14 |
|
|
2015
Q1 | $4.78M | Buy |
78,910
+993
| +1% | +$60.2K | 0.95% | 24 |
|
|
2014
Q4 | $4.88M | Sell |
77,917
-3,004
| -4% | -$188K | 1.02% | 19 |
|
|
2014
Q3 | $4.88M | Buy |
80,921
+385
| +0.5% | +$23.2K | 1.14% | 17 |
|
|
2014
Q2 | $4.64M | Buy |
80,536
+305
| +0.4% | +$17.6K | 1.09% | 17 |
|
|
2014
Q1 | $4.87M | Buy |
80,231
+1,637
| +2% | +$99.4K | 1.21% | 15 |
|
|
2013
Q4 | $4.6M | Buy |
78,594
+9,273
| +13% | +$542K | 1.51% | 10 |
|
|
2013
Q3 | $3.58M | Buy |
69,321
+19,182
| +38% | +$991K | 1.37% | 14 |
|
|
2013
Q2 | $2.65M | Buy |
+50,139
| New | +$2.65M | 1.1% | 20 |
|