AHL Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.08M | Buy |
28,784
+13,118
| +84% | +$1.4M | 0.05% | 605 |
|
|
2017
Q3 | $1.5M | Buy |
15,666
+13,091
| +508% | +$1.25M | 0.03% | 757 |
|
|
2017
Q2 | $236K | Sell |
2,575
-14,467
| -85% | -$1.33M | 0.01% | 1063 |
|
|
2017
Q1 | $1.5M | Sell |
17,042
-69,151
| -80% | -$6.07M | 0.03% | 694 |
|
|
2016
Q4 | $7.44M | Buy |
86,193
+12,204
| +16% | +$1.05M | 0.23% | 88 |
|
|
2016
Q3 | $4.93M | Buy |
73,989
+67,890
| +1,113% | +$4.52M | 0.18% | 162 |
|
|
2016
Q2 | $379K | Buy |
6,099
+526
| +9% | +$32.7K | 0.02% | 659 |
|
|
2016
Q1 | $330K | Buy |
5,573
+193
| +4% | +$11.4K | 0.02% | 653 |
|
|
2015
Q4 | $355K | Sell |
5,380
-4,848
| -47% | -$320K | 0.03% | 558 |
|
|
2015
Q3 | $623K | Sell |
10,228
-109,591
| -91% | -$6.68M | 0.1% | 296 |
|
|
2015
Q2 | $8.12M | Buy |
+119,819
| New | +$8.12M | 0.32% | 35 |
|
|
2015
Q1 | – | Sell |
-28,372
| Closed | -$1.78M | – | 817 |
|
|
2014
Q4 | $1.78M | Sell |
28,372
-13,465
| -32% | -$843K | 0.09% | 483 |
|
|
2014
Q3 | $2.52M | Buy |
+41,837
| New | +$2.52M | 0.2% | 203 |
|