American Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,307
| Closed | -$1.44M | – | 57 |
|
|
2019
Q4 | $1.44M | Buy |
10,307
+50
| +0.5% | +$6.97K | 0.92% | 10 |
|
|
2019
Q3 | $1.21M | Hold |
10,257
| – | – | 0.83% | 11 |
|
|
2019
Q2 | $1.15M | Buy |
10,257
+191
| +2% | +$21.4K | 0.79% | 12 |
|
|
2019
Q1 | $1.02M | Buy |
10,066
+100
| +1% | +$10.1K | 0.77% | 14 |
|
|
2018
Q4 | $973K | Sell |
9,966
-50
| -0.5% | -$4.88K | 0.71% | 12 |
|
|
2018
Q3 | $1.13M | Buy |
10,016
+390
| +4% | +$44K | 0.99% | 10 |
|
|
2018
Q2 | $1M | Sell |
9,626
-100
| -1% | -$10.4K | 0.66% | 11 |
|
|
2018
Q1 | $1.07M | Hold |
9,726
| – | – | 0.92% | 9 |
|
|
2017
Q4 | $1.04M | Sell |
9,726
-100
| -1% | -$10.7K | 0.63% | 10 |
|
|
2017
Q3 | $939K | Sell |
9,826
-356
| -3% | -$34K | 0.58% | 10 |
|
|
2017
Q2 | $931K | Buy |
10,182
+397
| +4% | +$36.3K | 0.52% | 11 |
|
|
2017
Q1 | $860K | Buy |
9,785
+121
| +1% | +$10.6K | 0.54% | 13 |
|
|
2016
Q4 | $834K | Buy |
9,664
+790
| +9% | +$68.2K | 0.92% | 12 |
|
|
2016
Q3 | $591K | Buy |
+8,874
| New | +$591K | 0.34% | 15 |
|