Tiedemann Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $372K | Sell |
5,991
-2,349
| -28% | -$146K | 0.07% | 53 |
|
|
2016
Q1 | $494K | Hold |
8,340
| – | – | 0.08% | 44 |
|
|
2015
Q4 | $551K | Buy |
8,340
+300
| +4% | +$19.8K | 0.08% | 52 |
|
|
2015
Q3 | $490K | Hold |
8,040
| – | – | 0.05% | 40 |
|
|
2015
Q2 | $545K | Sell |
8,040
-1,406
| -15% | -$95.3K | 0.05% | 47 |
|
|
2015
Q1 | $572K | Hold |
9,446
| – | – | 0.05% | 43 |
|
|
2014
Q4 | $591K | Hold |
9,446
| – | – | 0.05% | 49 |
|
|
2014
Q3 | $569K | Hold |
9,446
| – | – | 0.05% | 64 |
|
|
2014
Q2 | $544K | Sell |
9,446
-190,403
| -95% | -$11M | 0.05% | 64 |
|
|
2014
Q1 | $3.21K | Buy |
199,849
+190,403
| +2,016% | +$3.06K | 0.35% | 52 |
|
|
2013
Q4 | $552K | Sell |
9,446
-41
| -0.4% | -$2.4K | 0.09% | 57 |
|
|
2013
Q3 | $490K | Sell |
9,487
-16,000
| -63% | -$826K | 0.08% | 47 |
|
|
2013
Q2 | $1.34M | Buy |
+25,487
| New | +$1.34M | 0.22% | 37 |
|