Stux Capital Management’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 | $6.55M | Buy |
113,700
+76,500
| +206% | +$4.41M | 0.86% | 17 |
|
2014
Q1 | $2.26M | Sell |
37,200
-2,000
| -5% | -$121K | 0.28% | 127 |
|
2013
Q4 | $2.29M | Sell |
39,200
-145,900
| -79% | -$8.53M | 0.27% | 126 |
|
2013
Q3 | $9.57M | Sell |
185,100
-127,700
| -41% | -$6.6M | 1.27% | 9 |
|
2013
Q2 | $16.5M | Buy |
+312,800
| New | +$16.5M | 2.08% | 3 |
|