AFAM Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $12.8M | Buy |
113,361
+122
| +0.1% | +$13.8K | 1.78% | 5 |
|
|
2018
Q2 | $11.8M | Sell |
113,239
-1,485
| -1% | -$155K | 1.72% | 6 |
|
|
2018
Q1 | $12.6M | Buy |
114,724
+378
| +0.3% | +$41.6K | 1.39% | 7 |
|
|
2017
Q4 | $12.2M | Sell |
114,346
-3,922
| -3% | -$419K | 1.35% | 4 |
|
|
2017
Q3 | $11.3M | Sell |
118,268
-255
| -0.2% | -$24.4K | 1.36% | 5 |
|
|
2017
Q2 | $10.8M | Buy |
118,523
+3,366
| +3% | +$308K | 1.39% | 7 |
|
|
2017
Q1 | $10.1M | Sell |
115,157
-3,505
| -3% | -$308K | 1.4% | 7 |
|
|
2016
Q4 | $10.2M | Sell |
118,662
-7,877
| -6% | -$680K | 1.55% | 5 |
|
|
2016
Q3 | $8.43M | Sell |
126,539
-1,632
| -1% | -$109K | 1.35% | 9 |
|
|
2016
Q2 | $7.97M | Sell |
128,171
-916
| -0.7% | -$56.9K | 1.32% | 9 |
|
|
2016
Q1 | $7.65M | Sell |
129,087
-6,987
| -5% | -$414K | 1.25% | 12 |
|
|
2015
Q4 | $8.99M | Sell |
136,074
-1,034
| -0.8% | -$68.3K | 1.39% | 11 |
|
|
2015
Q3 | $8.36M | Buy |
137,108
+375
| +0.3% | +$22.9K | 1.27% | 15 |
|
|
2015
Q2 | $9.27M | Buy |
136,733
+888
| +0.7% | +$60.2K | 1.23% | 12 |
|
|
2015
Q1 | $8.23M | Sell |
135,845
-326
| -0.2% | -$19.8K | 1.06% | 22 |
|
|
2014
Q4 | $8.52M | Sell |
136,171
-141
| -0.1% | -$8.82K | 1.09% | 22 |
|
|
2014
Q3 | $8.21M | Buy |
136,312
+584
| +0.4% | +$35.2K | 1.04% | 19 |
|
|
2014
Q2 | $7.82M | Sell |
135,728
-3,983
| -3% | -$230K | 0.98% | 27 |
|
|
2014
Q1 | $8.48M | Buy |
139,711
+1,619
| +1% | +$98.3K | 1.14% | 18 |
|
|
2013
Q4 | $8.08M | Sell |
138,092
-319
| -0.2% | -$18.7K | 1.09% | 24 |
|
|
2013
Q3 | $7.15M | Buy |
138,411
+1,022
| +0.7% | +$52.8K | 0.98% | 26 |
|
|
2013
Q2 | $7.25M | Buy |
+137,389
| New | +$7.25M | 1.01% | 20 |
|