Taylor Cottrill’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 | $1.66M | Buy |
25,176
+1,825
| +8% | +$120K | 0.86% | 43 |
|
|
2015
Q3 | $1.42M | Buy |
23,351
+475
| +2% | +$29K | 0.77% | 43 |
|
|
2015
Q2 | $1.55M | Sell |
22,876
-1,735
| -7% | -$118K | 0.75% | 45 |
|
|
2015
Q1 | $1.49M | Sell |
24,611
-175
| -0.7% | -$10.6K | 0.71% | 45 |
|
|
2014
Q4 | $1.55M | Sell |
24,786
-1,050
| -4% | -$65.7K | 0.73% | 46 |
|
|
2014
Q3 | $1.56M | Sell |
25,836
-814
| -3% | -$49K | 0.76% | 46 |
|
|
2014
Q2 | $1.54M | Hold |
26,650
| – | – | 0.74% | 46 |
|
|
2014
Q1 | $1.62M | Buy |
26,650
+150
| +0.6% | +$9.11K | 0.84% | 45 |
|
|
2013
Q4 | $1.55M | Hold |
26,500
| – | – | 0.81% | 46 |
|
|
2013
Q3 | $1.37M | Hold |
26,500
| – | – | 0.77% | 49 |
|
|
2013
Q2 | $1.4M | Buy |
+26,500
| New | +$1.4M | 0.81% | 48 |
|