SAG
Sterne Agee Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $6.44M | Sell |
105,876
-39
| -0% | -$2.37K | 0.94% | 19 |
|
|
2014
Q4 | $6.63M | Buy |
105,915
+1,148
| +1% | +$71.8K | 1.03% | 18 |
|
|
2014
Q3 | $6.32M | Buy |
104,767
+2,311
| +2% | +$139K | 1% | 19 |
|
|
2014
Q2 | $5.9M | Buy |
102,456
+8,488
| +9% | +$489K | 0.99% | 19 |
|
|
2014
Q1 | $5.71M | Buy |
93,968
+20,715
| +28% | +$1.26M | 1.12% | 13 |
|
|
2013
Q4 | $4.28M | Buy |
73,253
+26,328
| +56% | +$1.54M | 1.41% | 14 |
|
|
2013
Q3 | $2.43M | Buy |
46,925
+2,145
| +5% | +$111K | 0.94% | 21 |
|
|
2013
Q2 | $2.36M | Buy |
+44,780
| New | +$2.36M | 0.84% | 27 |
|