Vontobel Asset Management’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 | – | Sell |
-237,672
| Closed | -$14.1M | – | 65 |
|
|
2016
Q1 | $14.1M | Sell |
237,672
-1,916,072
| -89% | -$113M | 0.11% | 56 |
|
|
2015
Q4 | $150M | Buy |
2,153,744
+27,167
| +1% | +$1.89M | 1.16% | 32 |
|
|
2015
Q3 | $137M | Sell |
2,126,577
-275,407
| -11% | -$17.8M | 1.17% | 33 |
|
|
2015
Q2 | $170M | Buy |
2,401,984
+648,970
| +37% | +$45.9M | 1.29% | 21 |
|
|
2015
Q1 | $110M | Buy |
+1,753,014
| New | +$110M | 0.83% | 37 |
|
|
2013
Q4 | – | Sell |
-152,746
| Closed | -$7.9M | – | 79 |
|
|
2013
Q3 | $7.9M | Sell |
152,746
-1,274,520
| -89% | -$65.9M | 0.11% | 57 |
|
|
2013
Q2 | $76.4M | Buy |
+1,427,266
| New | +$76.4M | 0.98% | 25 |
|