Wilson Kemp & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $323K | Sell |
5,357
-3,925
| -42% | -$237K | 2.95% | 13 |
|
|
2014
Q2 | $535K | Buy |
9,282
+200
| +2% | +$11.5K | 1.92% | 18 |
|
|
2014
Q1 | $551K | Sell |
9,082
-7,506
| -45% | -$455K | 1.43% | 28 |
|
|
2013
Q4 | $970K | Buy |
16,588
+4,513
| +37% | +$264K | 1.86% | 20 |
|
|
2013
Q3 | $624K | Sell |
12,075
-26,280
| -69% | -$1.36M | 1.37% | 23 |
|
|
2013
Q2 | $2.03M | Buy |
+38,355
| New | +$2.03M | 1.94% | 14 |
|