Banced Corp’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 | – | Sell |
-11,360
| Closed | -$1.11M | – | 43 |
|
|
2018
Q4 | $1.11M | Sell |
11,360
-750
| -6% | -$73.2K | 2.41% | 5 |
|
|
2018
Q3 | $1.37M | Sell |
12,110
-309
| -2% | -$34.9K | 2.33% | 3 |
|
|
2018
Q2 | $1.29M | Buy |
12,419
+16
| +0.1% | +$1.67K | 2.21% | 4 |
|
|
2018
Q1 | $1.36M | Sell |
12,403
-1,107
| -8% | -$122K | 2.42% | 3 |
|
|
2017
Q4 | $1.44M | Sell |
13,510
-3
| -0% | -$321 | 2.39% | 3 |
|
|
2017
Q3 | $1.29M | Sell |
13,513
-700
| -5% | -$66.9K | 2.24% | 3 |
|
|
2017
Q2 | $1.3M | Buy |
14,213
+92
| +0.7% | +$8.41K | 2.4% | 2 |
|
|
2017
Q1 | $1.24M | Sell |
14,121
-361
| -2% | -$31.7K | 2.26% | 3 |
|
|
2016
Q4 | $1.25M | Sell |
14,482
-1,609
| -10% | -$139K | 2.36% | 3 |
|
|
2016
Q3 | $1.07M | Buy |
16,091
+3,554
| +28% | +$237K | 2.1% | 6 |
|
|
2016
Q2 | $764K | Sell |
12,537
-5,761
| -31% | -$351K | 1.43% | 12 |
|
|
2016
Q1 | $1.08M | Buy |
18,298
+5,316
| +41% | +$315K | 1.89% | 10 |
|
|
2015
Q4 | $857K | Buy |
12,982
+445
| +4% | +$29.4K | 1.53% | 10 |
|
|
2015
Q3 | $764K | Sell |
12,537
-1,744
| -12% | -$106K | 1.41% | 12 |
|
|
2015
Q2 | $967K | Buy |
14,281
+467
| +3% | +$31.6K | 1.31% | 12 |
|
|
2015
Q1 | $837K | Sell |
13,814
-7,799
| -36% | -$473K | 1.18% | 16 |
|
|
2014
Q4 | $1.35M | Buy |
21,613
+256
| +1% | +$16K | 1.47% | 7 |
|
|
2014
Q3 | $1.29M | Buy |
21,357
+1,463
| +7% | +$88.2K | 1.49% | 6 |
|
|
2014
Q2 | $1.15M | Sell |
19,894
-2,397
| -11% | -$138K | 1.38% | 4 |
|
|
2014
Q1 | $1.35M | Sell |
22,291
-889
| -4% | -$54K | 1.41% | 4 |
|
|
2013
Q4 | $1.36M | Sell |
23,180
-2,482
| -10% | -$145K | 1.36% | 8 |
|
|
2013
Q3 | $1.33M | Sell |
25,662
-1,142
| -4% | -$59.1K | 1.33% | 10 |
|
|
2013
Q2 | $1.41M | Buy |
+26,804
| New | +$1.41M | 1.45% | 9 |
|