Stifel Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.76M | Sell |
78,933
-1,299
| -2% | -$78.3K | 0.91% | 44 |
|
|
2014
Q2 | $4.62M | Sell |
80,232
-2,084
| -3% | -$120K | 0.86% | 50 |
|
|
2014
Q1 | $5M | Sell |
82,316
-2,935
| -3% | -$178K | 0.94% | 42 |
|
|
2013
Q4 | $4.99M | Sell |
85,251
-4,283
| -5% | -$250K | 0.94% | 45 |
|
|
2013
Q3 | $4.63M | Sell |
89,534
-1,305
| -1% | -$67.5K | 0.92% | 43 |
|
|
2013
Q2 | $4.8M | Buy |
+90,839
| New | +$4.8M | 0.99% | 40 |
|