Trees Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3.07M | Sell |
50,353
-200
| -0.4% | -$12.2K | 2.71% | 15 |
|
|
2015
Q2 | $3.43M | Sell |
50,553
-2,242
| -4% | -$152K | 2.73% | 13 |
|
|
2015
Q1 | $3.2M | Sell |
52,795
-950
| -2% | -$57.5K | 2.59% | 17 |
|
|
2014
Q4 | $3.36M | Hold |
53,745
| – | – | 2.71% | 13 |
|
|
2014
Q3 | $3.24M | Hold |
53,745
| – | – | 2.62% | 14 |
|
|
2014
Q2 | $3.1M | Sell |
53,745
-725
| -1% | -$41.8K | 2.43% | 18 |
|
|
2014
Q1 | $3.31M | Sell |
54,470
-1,853
| -3% | -$113K | 2.65% | 13 |
|
|
2013
Q4 | $3.29M | Hold |
56,323
| – | – | 2.62% | 15 |
|
|
2013
Q3 | $2.91M | Sell |
56,323
-1,419
| -2% | -$73.3K | 2.53% | 18 |
|
|
2013
Q2 | $3.05M | Buy |
+57,742
| New | +$3.05M | 2.79% | 13 |
|