American Economic Planning Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.41M | Sell |
12,059
-224
| -2% | -$26.2K | 0.38% | 23 |
|
|
2019
Q2 | $1.37M | Buy |
12,283
+77
| +0.6% | +$8.61K | 0.41% | 23 |
|
|
2019
Q1 | $1.24M | Sell |
12,206
-217
| -2% | -$22K | 0.39% | 26 |
|
|
2018
Q4 | $1.21M | Sell |
12,423
-238
| -2% | -$23.2K | 0.39% | 24 |
|
|
2018
Q3 | $1.43M | Sell |
12,661
-379
| -3% | -$42.8K | 0.51% | 19 |
|
|
2018
Q2 | $1.36M | Buy |
13,040
+119
| +0.9% | +$12.4K | 0.5% | 19 |
|
|
2018
Q1 | $1.42M | Sell |
12,921
-964
| -7% | -$106K | 0.52% | 17 |
|
|
2017
Q4 | $1.49M | Sell |
13,885
-35
| -0.3% | -$3.74K | 0.55% | 16 |
|
|
2017
Q3 | $1.33M | Buy |
13,920
+279
| +2% | +$26.7K | 0.5% | 15 |
|
|
2017
Q2 | $1.25M | Buy |
13,641
+9
| +0.1% | +$823 | 0.49% | 14 |
|
|
2017
Q1 | $1.2M | Buy |
13,632
+336
| +3% | +$29.5K | 0.48% | 15 |
|
|
2016
Q4 | $1.15M | Sell |
13,296
-1,385
| -9% | -$119K | 0.49% | 16 |
|
|
2016
Q3 | $978K | Buy |
14,681
+12
| +0.1% | +$799 | 0.39% | 19 |
|
|
2016
Q2 | $912K | Sell |
14,669
-410
| -3% | -$25.5K | 0.37% | 19 |
|
|
2016
Q1 | $893K | Buy |
15,079
+779
| +5% | +$46.1K | 0.36% | 21 |
|
|
2015
Q4 | $944K | Sell |
14,300
-471
| -3% | -$31.1K | 0.37% | 18 |
|
|
2015
Q3 | $901K | Buy |
14,771
+1,017
| +7% | +$62K | 0.4% | 16 |
|
|
2015
Q2 | $932K | Sell |
13,754
-441
| -3% | -$29.9K | 0.38% | 18 |
|
|
2015
Q1 | $860K | Sell |
14,195
-8
| -0.1% | -$485 | 0.33% | 19 |
|
|
2014
Q4 | $889K | Buy |
14,203
+12
| +0.1% | +$751 | 0.34% | 19 |
|
|
2014
Q3 | $855K | Sell |
14,191
-508
| -3% | -$30.6K | 0.34% | 18 |
|
|
2014
Q2 | $847K | Buy |
+14,699
| New | +$847K | 0.31% | 17 |
|