AIS
Accurate Investment Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,004
| Closed | -$901K | – | 195 |
|
|
2020
Q1 | $901K | Buy |
10,004
+8,430
| +536% | +$759K | 0.73% | 34 |
|
|
2019
Q4 | $219K | Buy |
1,574
+107
| +7% | +$14.9K | 0.14% | 70 |
|
|
2019
Q3 | $173K | Buy |
1,467
+3
| +0.2% | +$354 | 0.13% | 66 |
|
|
2019
Q2 | $164K | Buy |
1,464
+2
| +0.1% | +$224 | 0.12% | 65 |
|
|
2019
Q1 | $148K | Buy |
1,462
+4
| +0.3% | +$405 | 0.12% | 65 |
|
|
2018
Q4 | $142K | Buy |
1,458
+23
| +2% | +$2.24K | 0.13% | 64 |
|
|
2018
Q3 | $162K | Sell |
1,435
-194
| -12% | -$21.9K | 0.11% | 64 |
|
|
2018
Q2 | $169K | Buy |
1,629
+61
| +4% | +$6.33K | 0.12% | 73 |
|
|
2018
Q1 | $172K | Sell |
1,568
-53
| -3% | -$5.81K | 0.13% | 71 |
|
|
2017
Q4 | $174K | Sell |
1,621
-390
| -19% | -$41.9K | 0.13% | 67 |
|
|
2017
Q3 | $192K | Buy |
2,011
+607
| +43% | +$58K | 0.14% | 61 |
|
|
2017
Q2 | $128K | Sell |
1,404
-1,304
| -48% | -$119K | 0.11% | 74 |
|
|
2017
Q1 | $238K | Buy |
2,708
+502
| +23% | +$44.1K | 0.19% | 42 |
|
|
2016
Q4 | $190K | Buy |
2,206
+755
| +52% | +$65K | 0.17% | 58 |
|
|
2016
Q3 | $97K | Sell |
1,451
-45
| -3% | -$3.01K | 0.09% | 75 |
|
|
2016
Q2 | $93K | Buy |
1,496
+165
| +12% | +$10.3K | 0.1% | 73 |
|
|
2016
Q1 | $79K | Buy |
1,331
+176
| +15% | +$10.4K | 0.08% | 116 |
|
|
2015
Q4 | $76K | Buy |
+1,155
| New | +$76K | 0.07% | 89 |
|