David Katz - Matrix Asset Advisors
Holding/activity history for J. P. Morgan Chase & Co. (3285Q)
← All 3285Q superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2001 Q2 | 0 | 0.00 | Sell 100.00% | 2.26 | SEC | ||
| 2001 Q1 | 261,633 | 2.26 | Add 63.02% | 0.87 | $44.90 | $11,747,000 | SEC |
| 2000 Q4 | 160,493 | 1.43 | Add 31.44% | 0.34 | $45.44 | $7,292,000 | SEC |
| 2000 Q3 | 122,103 | 1.35 | Buy | 1.35 | $46.19 | $5,640,000 | SEC |
| 2000 Q2 | 0 | 0.00 | Sell 100.00% | 0.08 | SEC | ||
| 2000 Q1 | 2,512 | 0.08 | Reduce 18.81% | 0.01 | $87.18 | $219,000 | SEC |
| 1999 Q4 | 3,094 | 0.08 | Reduce 5.84% | <0.01 | $77.57 | $240,000 | SEC |
| 1999 Q3 | 3,286 | 0.09 | Add 0.12% | <0.01 | $75.47 | $248,000 | SEC |
| 1999 Q2 | 3,282 | 0.10 | $86.53 | $284,000 | SEC | ||
| 1999 Q1 | 3,282 | 0.11 | $81.35 | $267,000 | SEC |