Strategic Capital Group’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$127K Sell
2,198
-2,865
-57% -$166K 0.04% 157
2014
Q1
$307K Buy
5,063
+3,575
+240% +$217K 0.1% 127
2013
Q4
$87K Sell
1,488
-534
-26% -$31.2K 0.07% 145
2013
Q3
$104K Hold
2,022
0.04% 166
2013
Q2
$107K Buy
+2,022
New +$107K 0.05% 146