Stonehage Fleming (UK)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.07M | Sell |
31,343
-200
| -0.6% | -$13.2K | 0.94% | 50 |
|
|
2015
Q3 | $1.92M | Sell |
31,543
-216
| -0.7% | -$13.2K | 0.92% | 46 |
|
|
2015
Q2 | $2.15M | Hold |
31,759
| – | – | 0.97% | 30 |
|
|
2015
Q1 | $1.93M | Buy |
31,759
+1,614
| +5% | +$97.8K | 0.89% | 48 |
|
|
2014
Q4 | $1.89M | Hold |
30,145
| – | – | 0.93% | 40 |
|
|
2014
Q3 | $1.82M | Buy |
30,145
+21,480
| +248% | +$1.29M | 0.81% | 58 |
|
|
2014
Q2 | $499K | Sell |
8,665
-3,415
| -28% | -$197K | 0.2% | 104 |
|
|
2014
Q1 | $734K | Hold |
12,080
| – | – | 0.31% | 88 |
|
|
2013
Q4 | $706K | Buy |
+12,080
| New | +$706K | 0.29% | 88 |
|