Bach Option’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 | – | Hold |
0
| – | – | – | 37 |
|
|
2019
Q2 | – | Sell |
-3,959
| Closed | -$401K | – | 43 |
|
|
2019
Q1 | $401K | Sell |
3,959
-46
| -1% | -$4.66K | 0.17% | 11 |
|
|
2018
Q4 | $391K | Buy |
+4,005
| New | +$391K | 0.1% | 30 |
|
|
2018
Q3 | – | Sell |
-2,533
| Closed | -$264K | – | 46 |
|
|
2018
Q2 | $264K | Buy |
2,533
+9
| +0.4% | +$938 | 0.13% | 14 |
|
|
2018
Q1 | $278K | Sell |
2,524
-849
| -25% | -$93.5K | 0.16% | 8 |
|
|
2017
Q4 | $361K | Buy |
+3,373
| New | +$361K | 0.25% | 10 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 33 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 54 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 62 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 58 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 50 |
|