Yellowstone Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$6.58M Sell
2017
Q3
$7.75M Buy
2016
Q3
$12.4M Sell
2016
Q2
$12M Sell
2016
Q1
$11.6M Buy
2015
Q4
$12.6M Buy
2015
Q3
$11.4M Buy
2015
Q2
$11.5M Buy
2015
Q1
$5.81M Buy
2014
Q4
$5.58M Buy
2014
Q3
$4.35M Buy
2014
Q2
$276K Buy