Allegis Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $713K | Sell |
6,480
-1,253
| -16% | -$138K | 0.22% | 94 |
|
|
2017
Q4 | $827K | Sell |
7,733
-1,151
| -13% | -$123K | 0.24% | 105 |
|
|
2017
Q3 | $848K | Buy |
8,884
+37
| +0.4% | +$3.53K | 0.2% | 111 |
|
|
2017
Q2 | $809K | Buy |
8,847
+881
| +11% | +$80.6K | 0.21% | 112 |
|
|
2017
Q1 | $700K | Buy |
7,966
+1,886
| +31% | +$166K | 0.18% | 131 |
|
|
2016
Q4 | $525K | Sell |
6,080
-252
| -4% | -$21.8K | 0.17% | 142 |
|
|
2016
Q3 | $422K | Sell |
6,332
-17
| -0.3% | -$1.13K | 0.16% | 145 |
|
|
2016
Q2 | $389K | Buy |
6,349
+67
| +1% | +$4.11K | 0.2% | 134 |
|
|
2016
Q1 | $372K | Buy |
6,282
+1,127
| +22% | +$66.7K | 0.21% | 137 |
|
|
2015
Q4 | $340K | Buy |
+5,155
| New | +$340K | 0.19% | 132 |
|