Spectrum Advisory Services’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 | – | Sell |
-3,182
| Closed | -$210K | – | 154 |
|
|
2015
Q4 | $210K | Buy |
+3,182
| New | +$210K | 0.08% | 140 |
|
|
2015
Q3 | – | Sell |
-3,532
| Closed | -$239K | – | 154 |
|
|
2015
Q2 | $239K | Buy |
3,532
+176
| +5% | +$11.9K | 0.09% | 145 |
|
|
2015
Q1 | $203K | Buy |
+3,356
| New | +$203K | 0.07% | 155 |
|
|
2014
Q3 | – | Sell |
-4,130
| Closed | -$238K | – | 169 |
|
|
2014
Q2 | $238K | Hold |
4,130
| – | – | 0.08% | 153 |
|
|
2014
Q1 | $251K | Hold |
4,130
| – | – | 0.09% | 147 |
|
|
2013
Q4 | $242K | Buy |
+4,130
| New | +$242K | 0.09% | 149 |
|