Bank of America’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,225
| Closed | -$1.03M | – | 7693 |
|
|
2018
Q3 | $1.03M | Sell |
14,225
-20,512
| -59% | -$1.5M | ﹤0.01% | 4464 |
|
|
2018
Q2 | $2.2M | Sell |
34,737
-3,100
| -8% | -$215K | ﹤0.01% | 3901 |
|
|
2018
Q1 | $2.63M | Buy |
37,837
+10,337
| +38% | +$754K | ﹤0.01% | 3664 |
|
|
2017
Q4 | $1.83M | Sell |
27,500
-30,137
| -52% | -$1.81M | ﹤0.01% | 4035 |
|
|
2017
Q3 | $3.12M | Buy |
57,637
+20,137
| +54% | +$1.02M | ﹤0.01% | 3612 |
|
|
2017
Q2 | $1.89M | Buy |
37,500
+20,000
| +114% | +$902K | ﹤0.01% | 3940 |
|
|
2017
Q1 | $810K | Sell |
17,500
-18,100
| -51% | -$844K | ﹤0.01% | 4567 |
|
|
2016
Q4 | $1.58M | Sell |
35,600
-600
| -2% | -$20.7K | ﹤0.01% | 3977 |
|
|
2016
Q3 | $892K | Sell |
36,200
-1,100
| -3% | -$25.8K | ﹤0.01% | 4245 |
|
|
2016
Q2 | $756K | Sell |
37,300
-9,900
| -21% | -$206K | ﹤0.01% | 4379 |
|
|
2016
Q1 | $835K | Buy |
47,200
+500
| +1% | +$8.93K | ﹤0.01% | 4225 |
|
|
2015
Q4 | $1.11M | Sell |
46,700
-34,100
| -42% | -$791K | ﹤0.01% | 4293 |
|
|
2015
Q3 | $1.61M | Buy |
80,800
+1,400
| +2% | +$33.2K | ﹤0.01% | 3951 |
|
|
2015
Q2 | $1.97M | Sell |
79,400
-600
| -0.8% | -$14.6K | ﹤0.01% | 3479 |
|
|
2015
Q1 | $1.76M | Buy |
80,000
+1,500
| +2% | +$28.9K | ﹤0.01% | 3353 |
|
|
2014
Q4 | $1.63M | Buy |
78,500
+41,700
| +113% | +$814K | ﹤0.01% | 3588 |
|
|
2014
Q3 | $740K | Buy |
36,800
+3,700
| +11% | +$71.7K | ﹤0.01% | 4249 |
|
|
2014
Q2 | $641K | Buy |
33,100
+1,500
| +5% | +$28.4K | ﹤0.01% | 4394 |
|
|
2014
Q1 | $638K | Hold |
31,600
| – | – | ﹤0.01% | 4371 |
|
|
2013
Q4 | $613K | Sell |
31,600
-10,500
| -25% | -$183K | ﹤0.01% | 4580 |
|
|
2013
Q3 | $705K | Sell |
42,100
-500
| -1% | -$8.41K | ﹤0.01% | 4313 |
|
|
2013
Q2 | $664K | Buy |
+42,600
| New | +$624K | ﹤0.01% | 4472 |
|
Bank of America's JPM.WS Position: Q4 2018 in Review
Bank of America sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 14,225 shares — an estimated $1.03M sold.
Bank of America first reported a position in JPM.WS in Q2 2013 and held it in 22 quarters. The position peaked at $3.12M in Q3 2017. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- Bank of America reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- Bank of America sold 14,225 JPMorgan Chase shares in Q4 2018, an estimated $1.03M.
- Bank of America first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
- Bank of America's JPMorgan Chase position peaked at $3.12M in Q3 2017.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on Bank of America's 13F filing for Q4 2018, filed 14 Feb 2019.