TCM
Tetrem Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-631,472
| Closed | -$57.7M | – | 26 |
|
|
2017
Q2 | $57.7M | Sell |
631,472
-7,721
| -1% | -$706K | 2.52% | 14 |
|
|
2017
Q1 | $56.1M | Sell |
639,193
-75,905
| -11% | -$6.67M | 2.31% | 17 |
|
|
2016
Q4 | $61.7M | Sell |
715,098
-37,999
| -5% | -$3.28M | 2.47% | 14 |
|
|
2016
Q3 | $50.1M | Buy |
753,097
+133,236
| +21% | +$8.87M | 1.88% | 23 |
|
|
2016
Q2 | $38.5M | Sell |
619,861
-196,525
| -24% | -$12.2M | 1.49% | 32 |
|
|
2016
Q1 | $48.3M | Buy |
816,386
+2,620
| +0.3% | +$155K | 1.9% | 19 |
|
|
2015
Q4 | $53.7M | Sell |
813,766
-16,857
| -2% | -$1.11M | 2.14% | 14 |
|
|
2015
Q3 | $50.6M | Sell |
830,623
-70,398
| -8% | -$4.29M | 1.72% | 18 |
|
|
2015
Q2 | $61.1M | Sell |
901,021
-8,769
| -1% | -$594K | 1.87% | 17 |
|
|
2015
Q1 | $55.1M | Buy |
909,790
+150,677
| +20% | +$9.13M | 1.68% | 23 |
|
|
2014
Q4 | $47.5M | Sell |
759,113
-53,913
| -7% | -$3.37M | 1.34% | 34 |
|
|
2014
Q3 | $49M | Buy |
813,026
+2,326
| +0.3% | +$140K | 1.3% | 37 |
|
|
2014
Q2 | $49.8M | Buy |
810,700
+75,982
| +10% | +$4.67M | 1.23% | 34 |
|
|
2014
Q1 | $44.6M | Buy |
734,718
+5,487
| +0.8% | +$333K | 1.21% | 32 |
|
|
2013
Q4 | $42.6M | Buy |
729,231
+17,316
| +2% | +$1.01M | 1.16% | 37 |
|
|
2013
Q3 | $36.8M | Sell |
711,915
-103,821
| -13% | -$5.37M | 1.12% | 37 |
|
|
2013
Q2 | $43.1M | Buy |
+815,736
| New | +$43.1M | 1.44% | 29 |
|