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Transaction Details

Company: JPMorgan Chase
Yahoo Beta:1.19
Industry:Money center banks

Company Description:  JPMorgan Chase & Co. is a financial holding company headquartered in New York City. The company provides investment banking services, commercial banking, retail financial services, and corporate financial services worldwide.

Purchase Date:25 Apr 2011 Sale Date:14 Oct 2013
Purchase Price:$44.68 Sale Price:$52.01
  --Split Adjusted:$44.68  --Split Adjusted:$52.01
Shares Purchased:82 Shares Sold:72
  --Split Adjusted:82  --Split Adjusted:72
Transaction Fee:$9.99 Transaction Fee:$10.06
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$48.00 High$0.00
Date18 Feb 2011 Date01 Jan 1996
Low$36.96 Low$0.00
Date02 Nov 2010 Date01 Jan 1996
S&P (Purchase Date):$1,335.25 S&P (Sale Date):$1,710.14

Timing:  We bought above the midpoint of the six month range.
Reason:  We would like to increase our exposure to the financial sector. The company has had declining default rates and increasing loans.

Timing:  0
Reason:  We sold due to financial uncertainty surrounding the company's legal troubles.

S&P Gain: 28.08 % Annualized Gain: 10.93%
Stock Gain: 16.41 % Annualized Gain: 6.57%

Net Holding Return ($): $541.61
Net Holding Return (%): 16.78 %