Wood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $3.26M | Sell |
53,802
-987
| -2% | -$59.8K | 3.27% | 11 |
|
|
2014
Q4 | $3.43M | Sell |
54,789
-93,075
| -63% | -$5.83M | 3.15% | 12 |
|
|
2014
Q3 | $8.91M | Buy |
147,864
+4,762
| +3% | +$287K | 3.28% | 6 |
|
|
2014
Q2 | $8.25M | Sell |
143,102
-20,109
| -12% | -$1.16M | 2.81% | 7 |
|
|
2014
Q1 | $9.91M | Sell |
163,211
-17,416
| -10% | -$1.06M | 3.18% | 2 |
|
|
2013
Q4 | $10.6M | Sell |
180,627
-16,018
| -8% | -$937K | 3.04% | 2 |
|
|
2013
Q3 | $10.2M | Sell |
196,645
-22,279
| -10% | -$1.15M | 2.9% | 3 |
|
|
2013
Q2 | $11.6M | Buy |
+218,924
| New | +$11.6M | 3.07% | 2 |
|