SM
JPM.WS
Southport Management’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-46,603
| Closed | -$944K | – | 42 |
|
|
2016
Q2 | $944K | Hold |
46,603
| – | – | 1.9% | 19 |
|
|
2016
Q1 | $825K | Sell |
46,603
-20,000
| -30% | -$354K | 1.36% | 22 |
|
|
2015
Q4 | $1.58M | Sell |
66,603
-8,397
| -11% | -$199K | 2.8% | 16 |
|
|
2015
Q3 | $1.49M | Sell |
75,000
-45,000
| -38% | -$896K | 3.02% | 12 |
|
|
2015
Q2 | $2.97M | Buy |
+120,000
| New | +$2.97M | 3.83% | 9 |
|