Advantage Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $604K | Buy |
5,133
+466
| +10% | +$54.8K | 0.47% | 38 |
|
|
2019
Q2 | $522K | Sell |
4,667
-759
| -14% | -$84.9K | 0.4% | 40 |
|
|
2019
Q1 | $549K | Sell |
5,426
-667
| -11% | -$67.5K | 0.43% | 43 |
|
|
2018
Q4 | $595K | Sell |
6,093
-883
| -13% | -$86.2K | 0.45% | 43 |
|
|
2018
Q3 | $787K | Sell |
6,976
-1,006
| -13% | -$113K | 0.51% | 34 |
|
|
2018
Q2 | $832K | Sell |
7,982
-27,873
| -78% | -$2.91M | 0.61% | 31 |
|
|
2018
Q1 | $3.94M | Sell |
35,855
-20
| -0.1% | -$2.2K | 1.5% | 15 |
|
|
2017
Q4 | $3.84M | Buy |
35,875
+18,110
| +102% | +$1.94M | 1.19% | 22 |
|
|
2017
Q3 | $1.7M | Buy |
17,765
+1,420
| +9% | +$136K | 0.55% | 41 |
|
|
2017
Q2 | $1.49M | Buy |
16,345
+901
| +6% | +$82.4K | 0.52% | 46 |
|
|
2017
Q1 | $1.36M | Sell |
15,444
-1,344
| -8% | -$118K | 0.54% | 45 |
|
|
2016
Q4 | $1.45M | Buy |
16,788
+767
| +5% | +$66.2K | 0.54% | 45 |
|
|
2016
Q3 | $1.07M | Buy |
16,021
+925
| +6% | +$61.6K | 0.39% | 53 |
|
|
2016
Q2 | $938K | Sell |
15,096
-5,226
| -26% | -$325K | 0.44% | 50 |
|
|
2016
Q1 | $1.2M | Buy |
20,322
+1,608
| +9% | +$95.2K | 0.52% | 46 |
|
|
2015
Q4 | $1.24M | Buy |
18,714
+1,733
| +10% | +$114K | 0.64% | 47 |
|
|
2015
Q3 | $1.04M | Sell |
16,981
-1,988
| -10% | -$121K | 0.59% | 46 |
|
|
2015
Q2 | $1.29M | Sell |
18,969
-423
| -2% | -$28.7K | 0.62% | 44 |
|
|
2015
Q1 | $1.18M | Buy |
19,392
+1,164
| +6% | +$70.5K | 0.67% | 35 |
|
|
2014
Q4 | $1.14M | Buy |
+18,228
| New | +$1.14M | 0.85% | 27 |
|