Aviance Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $83K | Buy |
820
+758
| +1,223% | +$76.7K | 0.01% | 174 |
|
|
2018
Q4 | $6K | Sell |
62
-2,206
| -97% | -$213K | ﹤0.01% | 205 |
|
|
2018
Q3 | $256K | Sell |
2,268
-56,207
| -96% | -$6.34M | 0.03% | 143 |
|
|
2018
Q2 | $6.09M | Sell |
58,475
-6,580
| -10% | -$686K | 0.51% | 46 |
|
|
2018
Q1 | $7.15M | Sell |
65,055
-3,914
| -6% | -$430K | 0.55% | 46 |
|
|
2017
Q4 | $7.38M | Sell |
68,969
-43,527
| -39% | -$4.66M | 0.53% | 49 |
|
|
2017
Q3 | $8.17M | Sell |
112,496
-1,848
| -2% | -$134K | 0.56% | 42 |
|
|
2017
Q2 | $8.16M | Buy |
114,344
+108,513
| +1,861% | +$7.74M | 0.51% | 44 |
|
|
2017
Q1 | $512K | Sell |
5,831
-25
| -0.4% | -$2.2K | 0.03% | 150 |
|
|
2016
Q4 | $505K | Sell |
5,856
-17,261
| -75% | -$1.49M | 0.03% | 155 |
|
|
2016
Q3 | $1.54M | Buy |
23,117
+9
| +0% | +$599 | 0.04% | 173 |
|
|
2016
Q2 | $1.44M | Buy |
23,108
+1,252
| +6% | +$77.8K | 0.04% | 165 |
|
|
2016
Q1 | $1.29M | Buy |
21,856
+15,017
| +220% | +$889K | 0.04% | 153 |
|
|
2015
Q4 | $451K | Sell |
6,839
-379
| -5% | -$25K | 0.01% | 229 |
|
|
2015
Q3 | $440K | Buy |
+7,218
| New | +$440K | 0.02% | 206 |
|
|
2015
Q2 | – | Sell |
-8,584
| Closed | -$520K | – | 155 |
|
|
2015
Q1 | $520K | Sell |
8,584
-98,387
| -92% | -$5.96M | 0.02% | 190 |
|
|
2014
Q4 | $6.7M | Buy |
106,971
+18,368
| +21% | +$1.15M | 0.24% | 78 |
|
|
2014
Q3 | $5.34M | Buy |
88,603
+80,138
| +947% | +$4.83M | 0.21% | 77 |
|
|
2014
Q2 | $488K | Buy |
8,465
+316
| +4% | +$18.2K | 0.02% | 229 |
|
|
2014
Q1 | $495K | Buy |
8,149
+3,070
| +60% | +$186K | 0.03% | 206 |
|
|
2013
Q4 | $297K | Sell |
5,079
-386
| -7% | -$22.6K | 0.16% | 106 |
|
|
2013
Q3 | $282K | Buy |
5,465
+2,016
| +58% | +$104K | 0.16% | 105 |
|
|
2013
Q2 | $182K | Buy |
+3,449
| New | +$182K | 0.1% | 145 |
|