Yellowstone Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $6.58M | Sell |
61,546
-19,585
| -24% | -$2.09M | 3.72% | 3 |
|
|
2017
Q3 | $7.75M | Buy |
+81,131
| New | +$7.75M | 4.06% | 2 |
|
|
2016
Q3 | $12.4M | Sell |
186,058
-6,782
| -4% | -$452K | 4.56% | 1 |
|
|
2016
Q2 | $12M | Sell |
192,840
-3,096
| -2% | -$192K | 5.15% | 1 |
|
|
2016
Q1 | $11.6M | Buy |
195,936
+5,644
| +3% | +$334K | 4.99% | 1 |
|
|
2015
Q4 | $12.6M | Buy |
190,292
+3,139
| +2% | +$207K | 5.66% | 1 |
|
|
2015
Q3 | $11.4M | Buy |
187,153
+17,014
| +10% | +$1.04M | 5.4% | 2 |
|
|
2015
Q2 | $11.5M | Buy |
170,139
+74,225
| +77% | +$5.03M | 5.22% | 2 |
|
|
2015
Q1 | $5.81M | Buy |
95,914
+6,753
| +8% | +$409K | 2.93% | 7 |
|
|
2014
Q4 | $5.58M | Buy |
89,161
+16,990
| +24% | +$1.06M | 3.01% | 5 |
|
|
2014
Q3 | $4.35M | Buy |
72,171
+67,374
| +1,405% | +$4.06M | 2.46% | 11 |
|
|
2014
Q2 | $276K | Buy |
+4,797
| New | +$276K | 0.16% | 126 |
|