1st Global Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.63M | Sell |
39,660
-525
| -1% | -$48K | 0.42% | 30 |
|
|
2017
Q1 | $3.53M | Sell |
40,185
-1,430
| -3% | -$126K | 0.41% | 31 |
|
|
2016
Q4 | $3.59M | Buy |
41,615
+2,006
| +5% | +$173K | 0.45% | 25 |
|
|
2016
Q3 | $2.64M | Sell |
39,609
-44
| -0.1% | -$2.93K | 0.35% | 31 |
|
|
2016
Q2 | $2.46M | Buy |
39,653
+1,615
| +4% | +$100K | 0.34% | 35 |
|
|
2016
Q1 | $2.25M | Buy |
38,038
+3,442
| +10% | +$204K | 0.32% | 36 |
|
|
2015
Q4 | $2.28M | Sell |
34,596
-3,794
| -10% | -$250K | 0.35% | 30 |
|
|
2015
Q3 | $2.34M | Buy |
38,390
+623
| +2% | +$38K | 0.37% | 28 |
|
|
2015
Q2 | $2.56K | Sell |
37,767
-366
| -1% | -$25 | 0.38% | 30 |
|
|
2015
Q1 | $2.31M | Buy |
38,133
+1,059
| +3% | +$64.2K | 0.34% | 34 |
|
|
2014
Q4 | $2.32M | Sell |
37,074
-21,009
| -36% | -$1.31M | 0.33% | 33 |
|
|
2014
Q3 | $3.5M | Sell |
58,083
-150
| -0.3% | -$9.04K | 0.55% | 20 |
|
|
2014
Q2 | $3.36M | Buy |
58,233
+4,560
| +8% | +$263K | 0.5% | 21 |
|
|
2014
Q1 | $3.26M | Buy |
53,673
+112
| +0.2% | +$6.8K | 0.61% | 16 |
|
|
2013
Q4 | $3.13M | Sell |
53,561
-2,139
| -4% | -$125K | 0.58% | 18 |
|
|
2013
Q3 | $2.88M | Buy |
55,700
+1,011
| +2% | +$52.3K | 0.58% | 19 |
|
|
2013
Q2 | $2.89M | Buy |
+54,689
| New | +$2.89M | 0.63% | 18 |
|