Zweig Advisers’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-161,000	Closed	-$10.3M	–	40
2016 Q2	$10.3M	Sell	161,000 -13,000	-7%	-$832K	1.76%	13
2016 Q1	$10.3M	Hold	174,000	–	–	1.72%	35
2015 Q4	$11.5M	Hold	174,000	–	–	1.91%	16
2015 Q3	$10.6M	Sell	174,000 -27,000	-13%	-$1.65M	1.84%	21
2015 Q2	$13.6M	Sell	201,000 -25,000	-11%	-$1.69M	2.07%	5
2015 Q1	$13.7M	Hold	226,000	–	–	1.96%	13
2014 Q4	$14.1M	Hold	226,000	–	–	1.94%	11
2014 Q3	$13.6M	Hold	226,000	–	–	1.97%	6
2014 Q2	$13M	Buy	226,000 +1,000	+0.4%	+$57.6K	1.82%	11
2014 Q1	$13.7M	Sell	225,000 -30,000	-12%	-$1.82M	1.94%	7
2013 Q4	$14.9M	Hold	255,000	–	–	2.05%	6
2013 Q3	$13.2M	Sell	255,000 -23,000	-8%	-$1.19M	1.96%	6
2013 Q2	$14.7M	Buy	+278,000	New	+$14.7M	2.26%	2