TBP Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $6.94M | Buy |
114,530
+290
| +0.3% | +$17.6K | 4.31% | 6 |
|
|
2014
Q4 | $7.15M | Sell |
114,240
-8,553
| -7% | -$535K | 4.67% | 5 |
|
|
2014
Q3 | $7.4M | Buy |
122,793
+2,854
| +2% | +$172K | 4.32% | 6 |
|
|
2014
Q2 | $6.91M | Sell |
119,939
-1,007
| -0.8% | -$58K | 4.05% | 8 |
|
|
2014
Q1 | $7.34M | Sell |
120,946
-995
| -0.8% | -$60.4K | 4.57% | 6 |
|
|
2013
Q4 | $7.13M | Buy |
121,941
+25
| +0% | +$1.46K | 4.58% | 4 |
|
|
2013
Q3 | $6.3M | Sell |
121,916
-8,889
| -7% | -$459K | 4.36% | 6 |
|
|
2013
Q2 | $6.91M | Buy |
+130,805
| New | +$6.91M | 4.67% | 4 |
|