AlphaOne Investment Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,000
| Closed | -$911K | – | 196 |
|
|
2019
Q1 | $911K | Sell |
9,000
-12,400
| -58% | -$1.26M | 0.55% | 73 |
|
|
2018
Q4 | $2.09M | Sell |
21,400
-22,100
| -51% | -$2.16M | 0.86% | 60 |
|
|
2018
Q3 | $4.91M | Hold |
43,500
| – | – | 1.46% | 27 |
|
|
2018
Q2 | $4.53M | Sell |
43,500
-773
| -2% | -$80.6K | 1.3% | 34 |
|
|
2018
Q1 | $4.87M | Buy |
44,273
+60
| +0.1% | +$6.6K | 1.34% | 27 |
|
|
2017
Q4 | $4.73M | Sell |
44,213
-2,500
| -5% | -$267K | 1.43% | 29 |
|
|
2017
Q3 | $4.46M | Buy |
46,713
+513
| +1% | +$49K | 1.19% | 32 |
|
|
2017
Q2 | $4.22M | Sell |
46,200
-50
| -0.1% | -$4.57K | 1.14% | 33 |
|
|
2017
Q1 | $4.06M | Buy |
46,250
+250
| +0.5% | +$22K | 1.02% | 29 |
|
|
2016
Q4 | $3.97M | Buy |
+46,000
| New | +$3.97M | 1.1% | 33 |
|
|
2015
Q3 | – | Sell |
-46,800
| Closed | -$3.17M | – | 94 |
|
|
2015
Q2 | $3.17M | Buy |
+46,800
| New | +$3.17M | 1.12% | 47 |
|