TBAM
True Bearing Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,121
| Closed | -$691K | – | 16 |
|
|
2016
Q2 | $691K | Sell |
11,121
-7,839
| -41% | -$487K | 3.64% | 7 |
|
|
2016
Q1 | $1.12M | Sell |
18,960
-6,040
| -24% | -$358K | 2.83% | 7 |
|
|
2015
Q4 | $1.65M | Hold |
25,000
| – | – | 3.31% | 5 |
|
|
2015
Q3 | $1.52M | Buy |
+25,000
| New | +$1.52M | 2.59% | 6 |
|