Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2010 Q4 | 0 | 0 | Sell 100.00% | 0.59 | |
| 2010 Q3 | 126,200 | 0.59 | Reduce 40.56% | 0.40 | $38.07 |
| 2010 Q2 | 212,300 | 1.02 | Reduce 19.70% | 0.25 | $36.61 |
| 2010 Q1 | 264,400 | 1.31 | Reduce 21.45% | 0.36 | $44.75 |
| 2009 Q4 | 336,600 | 1.63 | Reduce 28.35% | 0.65 | $41.67 |
| 2009 Q3 | 469,800 | 2.29 | $43.82 | ||
| 2009 Q2 | 469,800 | 2.04 | $34.11 | ||
| 2009 Q1 | 469,800 | 1.78 | Add 617.25% | 1.53 | $26.58 |
| 2008 Q4 | 65,500 | 0.23 | Buy | 0.23 | $31.53 |
| 2007 Q3 | 0 | 0 | Sell 100.00% | 2.39 | |
| 2007 Q2 | 850,000 | 2.39 | Reduce 3.41% | 0.08 | $48.45 |
| 2007 Q1 | 880,000 | 2.49 | Reduce 4.35% | 0.11 | $48.38 |
| 2006 Q4 | 920,000 | 2.67 | $48.30 |