VSR Financial Services’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 | $1.69M | Sell |
27,252
-28,958
| -52% | -$1.8M | 0.28% | 105 |
|
|
2016
Q1 | $3.33M | Buy |
56,210
+1,477
| +3% | +$87.5K | 0.35% | 75 |
|
|
2015
Q4 | $3.61M | Sell |
54,733
-336
| -0.6% | -$22.2K | 0.39% | 65 |
|
|
2015
Q3 | $3.36M | Sell |
55,069
-1,894
| -3% | -$115K | 0.38% | 66 |
|
|
2015
Q2 | $3.86M | Buy |
56,963
+9,761
| +21% | +$661K | 0.41% | 59 |
|
|
2015
Q1 | $2.86M | Buy |
47,202
+14,183
| +43% | +$859K | 0.31% | 79 |
|
|
2014
Q4 | $2.07M | Sell |
33,019
-1,682
| -5% | -$105K | 0.23% | 111 |
|
|
2014
Q3 | $2.09M | Sell |
34,701
-7,980
| -19% | -$481K | 0.25% | 91 |
|
|
2014
Q2 | $2.46M | Buy |
42,681
+5,488
| +15% | +$316K | 0.31% | 77 |
|
|
2014
Q1 | $2.26M | Sell |
37,193
-11,954
| -24% | -$726K | 0.32% | 81 |
|
|
2013
Q4 | $2.87M | Buy |
49,147
+1,309
| +3% | +$76.5K | 0.44% | 53 |
|
|
2013
Q3 | $2.47M | Buy |
47,838
+647
| +1% | +$33.4K | 0.43% | 55 |
|
|
2013
Q2 | $2.49M | Buy |
+47,191
| New | +$2.49M | 0.49% | 50 |
|