SIG
Stanford Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,919
| Closed | -$252K | – | 159 |
|
|
2016
Q4 | $252K | Buy |
2,919
+2
| +0.1% | +$173 | 0.12% | 45 |
|
|
2016
Q3 | $194K | Buy |
2,917
+321
| +12% | +$21.3K | 0.09% | 60 |
|
|
2016
Q2 | $161K | Buy |
2,596
+85
| +3% | +$5.27K | 0.08% | 66 |
|
|
2016
Q1 | $149K | Hold |
2,511
| – | – | 0.08% | 67 |
|
|
2015
Q4 | $166K | Sell |
2,511
-750
| -23% | -$49.6K | 0.09% | 61 |
|
|
2015
Q3 | $199K | Hold |
3,261
| – | – | 0.15% | 48 |
|
|
2015
Q2 | $221K | Hold |
3,261
| – | – | 0.17% | 47 |
|
|
2015
Q1 | $198K | Sell |
3,261
-70
| -2% | -$4.25K | 0.16% | 48 |
|
|
2014
Q4 | $208K | Buy |
+3,331
| New | +$208K | 0.17% | 46 |
|