WRM
Westport Resources Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.5M | Sell |
22,587
-52,814
| -70% | -$3.52M | 1.09% | 17 |
|
|
2016
Q2 | $4.69M | Sell |
75,401
-4,961
| -6% | -$308K | 1.51% | 7 |
|
|
2016
Q1 | $4.76M | Sell |
80,362
-8,771
| -10% | -$519K | 1.55% | 7 |
|
|
2015
Q4 | $5.89M | Sell |
89,133
-3,879
| -4% | -$256K | 1.74% | 4 |
|
|
2015
Q3 | $5.67M | Sell |
93,012
-3,744
| -4% | -$228K | 1.74% | 5 |
|
|
2015
Q2 | $6.56M | Sell |
96,756
-684
| -0.7% | -$46.3K | 1.82% | 5 |
|
|
2015
Q1 | $5.9M | Buy |
97,440
+2,247
| +2% | +$136K | 1.61% | 4 |
|
|
2014
Q4 | $5.96M | Buy |
95,193
+5,899
| +7% | +$369K | 1.59% | 4 |
|
|
2014
Q3 | $5.38M | Buy |
89,294
+3,522
| +4% | +$212K | 1.48% | 4 |
|
|
2014
Q2 | $4.94M | Buy |
85,772
+2,739
| +3% | +$158K | 1.34% | 5 |
|
|
2014
Q1 | $5.04M | Buy |
83,033
+9,099
| +12% | +$552K | 1.41% | 4 |
|
|
2013
Q4 | $4.32M | Buy |
73,934
+5,700
| +8% | +$333K | 1.26% | 9 |
|
|
2013
Q3 | $3.53M | Buy |
68,234
+129
| +0.2% | +$6.67K | 1.17% | 11 |
|
|
2013
Q2 | $3.6M | Buy |
+68,105
| New | +$3.6M | 1.26% | 9 |
|