Ariel Investments’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 | – | Sell |
-67,440
| Closed | -$7.21M | – | 175 |
|
|
2017
Q4 | $7.21M | Sell |
67,440
-4,750
| -7% | -$508K | 0.08% | 129 |
|
|
2017
Q3 | $6.9M | Sell |
72,190
-10,700
| -13% | -$1.02M | 0.08% | 130 |
|
|
2017
Q2 | $7.58M | Sell |
82,890
-15
| -0% | -$1.37K | 0.09% | 121 |
|
|
2017
Q1 | $7.28M | Buy |
82,905
+1,032
| +1% | +$90.6K | 0.09% | 128 |
|
|
2016
Q4 | $7.07M | Hold |
81,873
| – | – | 0.08% | 129 |
|
|
2016
Q3 | $5.45M | Hold |
81,873
| – | – | 0.07% | 142 |
|
|
2016
Q2 | $5.09M | Buy |
81,873
+3,622
| +5% | +$225K | 0.06% | 143 |
|
|
2016
Q1 | $4.63M | Sell |
78,251
-53,586
| -41% | -$3.17M | 0.06% | 148 |
|
|
2015
Q4 | $8.71M | Sell |
131,837
-4,800
| -4% | -$317K | 0.1% | 116 |
|
|
2015
Q3 | $8.33M | Buy |
136,637
+9,438
| +7% | +$575K | 0.1% | 120 |
|
|
2015
Q2 | $8.62M | Buy |
127,199
+3,383
| +3% | +$229K | 0.1% | 130 |
|
|
2015
Q1 | $7.5M | Buy |
123,816
+17,350
| +16% | +$1.05M | 0.08% | 136 |
|
|
2014
Q4 | $6.66M | Buy |
106,466
+4,170
| +4% | +$261K | 0.08% | 142 |
|
|
2014
Q3 | $6.16M | Buy |
102,296
+394
| +0.4% | +$23.7K | 0.08% | 138 |
|
|
2014
Q2 | $5.87M | Buy |
101,902
+16,506
| +19% | +$951K | 0.07% | 145 |
|
|
2014
Q1 | $5.18M | Buy |
85,396
+200
| +0.2% | +$12.1K | 0.06% | 141 |
|
|
2013
Q4 | $4.98M | Buy |
85,196
+460
| +0.5% | +$26.9K | 0.06% | 138 |
|
|
2013
Q3 | $4.38M | Buy |
84,736
+500
| +0.6% | +$25.8K | 0.06% | 123 |
|
|
2013
Q2 | $4.45M | Buy |
+84,236
| New | +$4.45M | 0.07% | 112 |
|