Advisor Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $54.9M | Buy |
393,962
+16,324
| +4% | +$2.28M | 0.38% | 44 |
|
|
2019
Q3 | $44.5M | Sell |
377,638
-8,173
| -2% | -$962K | 0.33% | 54 |
|
|
2019
Q2 | $43.2M | Buy |
385,811
+7,844
| +2% | +$877K | 0.33% | 55 |
|
|
2019
Q1 | $38.3M | Buy |
377,967
+29,240
| +8% | +$2.96M | 0.31% | 62 |
|
|
2018
Q4 | $34.1M | Buy |
348,727
+37,407
| +12% | +$3.65M | 0.33% | 53 |
|
|
2018
Q3 | $35.1M | Buy |
311,320
+48,886
| +19% | +$5.52M | 0.35% | 51 |
|
|
2018
Q2 | $27.4M | Buy |
262,434
+1,982
| +0.8% | +$207K | 0.38% | 53 |
|
|
2018
Q1 | $28.7M | Buy |
260,452
+8,053
| +3% | +$886K | 0.39% | 48 |
|
|
2017
Q4 | $27M | Buy |
252,399
+24,485
| +11% | +$2.62M | 0.36% | 55 |
|
|
2017
Q3 | $21.8M | Buy |
227,914
+23,620
| +12% | +$2.26M | 0.34% | 56 |
|
|
2017
Q2 | $18.7M | Buy |
204,294
+18,308
| +10% | +$1.67M | 0.33% | 58 |
|
|
2017
Q1 | $16.3M | Buy |
185,986
+18,813
| +11% | +$1.65M | 0.33% | 53 |
|
|
2016
Q4 | $14.4M | Sell |
167,173
-25,116
| -13% | -$2.17M | 0.33% | 56 |
|
|
2016
Q3 | $12.8M | Buy |
192,289
+23,301
| +14% | +$1.55M | 0.31% | 65 |
|
|
2016
Q2 | $10.5M | Buy |
+168,988
| New | +$10.5M | 0.28% | 78 |
|