Zions Trust National Association’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $312K | Sell |
4,979
-1,100
| -18% | -$68.9K | 0.45% | 27 |
|
|
2014
Q3 | $366K | Hold |
6,079
| – | – | 0.51% | 27 |
|
|
2014
Q2 | $350K | Sell |
6,079
-1,007
| -14% | -$58K | 0.49% | 27 |
|
|
2014
Q1 | $430K | Sell |
7,086
-349
| -5% | -$21.2K | 0.6% | 24 |
|
|
2013
Q4 | $435K | Sell |
7,435
-200
| -3% | -$11.7K | 0.6% | 23 |
|
|
2013
Q3 | $395K | Buy |
7,635
+2,700
| +55% | +$140K | 0.57% | 25 |
|
|
2013
Q2 | $260K | Buy |
+4,935
| New | +$260K | 0.37% | 30 |
|