SAM
Sunnymeath Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $487K | Buy |
5,650
+3,000
| +113% | +$259K | 0.68% | 57 |
|
|
2016
Q3 | $195K | Sell |
2,650
-3,000
| -53% | -$221K | 0.43% | 67 |
|
|
2016
Q2 | $341K | Hold |
5,650
| – | – | 0.5% | 64 |
|
|
2016
Q1 | $337K | Sell |
5,650
-17,470
| -76% | -$1.04M | 0.51% | 59 |
|
|
2015
Q4 | $1.52M | Buy |
+23,120
| New | +$1.52M | 2.43% | 9 |
|