South Georgia Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $106K | Sell |
1,734
-1,700
| -50% | -$104K | 0.26% | 33 |
|
|
2015
Q2 | $233K | Sell |
3,434
-1,400
| -29% | -$95K | 0.47% | 28 |
|
|
2015
Q1 | $293K | Buy |
4,834
+3,800
| +368% | +$230K | 0.55% | 25 |
|
|
2014
Q4 | $65K | Hold |
1,034
| – | – | 0.12% | 78 |
|
|
2014
Q3 | $62K | Sell |
1,034
-2,000
| -66% | -$120K | 0.09% | 81 |
|
|
2014
Q2 | $175K | Hold |
3,034
| – | – | 0.21% | 54 |
|
|
2014
Q1 | $184K | Sell |
3,034
-5,600
| -65% | -$340K | 0.16% | 62 |
|
|
2013
Q4 | $205K | Buy |
+8,634
| New | +$205K | 0.13% | 65 |
|