Barrington Strategic Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.78M | Sell |
39,554
-445
| -1% | -$42.5K | 1.91% | 12 |
|
|
2017
Q2 | $3.66M | Sell |
39,999
-1,722
| -4% | -$157K | 1.86% | 12 |
|
|
2017
Q1 | $3.67M | Sell |
41,721
-870
| -2% | -$76.4K | 1.91% | 10 |
|
|
2016
Q4 | $3.68M | Buy |
42,591
+5,010
| +13% | +$432K | 1.97% | 9 |
|
|
2016
Q3 | $2.5M | Sell |
37,581
-1,013
| -3% | -$67.5K | 1.41% | 17 |
|
|
2016
Q2 | $2.4M | Sell |
38,594
-655
| -2% | -$40.7K | 1.37% | 16 |
|
|
2016
Q1 | $2.32M | Sell |
39,249
-581
| -1% | -$34.4K | 1.35% | 16 |
|
|
2015
Q4 | $2.63M | Buy |
39,830
+378
| +1% | +$25K | 1.54% | 14 |
|
|
2015
Q3 | $2.41M | Buy |
39,452
+130
| +0.3% | +$7.93K | 1.53% | 16 |
|
|
2015
Q2 | $2.66M | Buy |
39,322
+6,290
| +19% | +$426K | 1.6% | 15 |
|
|
2015
Q1 | $2M | Buy |
33,032
+710
| +2% | +$43K | 1.22% | 26 |
|
|
2014
Q4 | $2.02M | Buy |
32,322
+612
| +2% | +$38.3K | 1.29% | 26 |
|
|
2014
Q3 | $1.91M | Sell |
31,710
-1,596
| -5% | -$96.1K | 1.24% | 24 |
|
|
2014
Q2 | $1.92M | Sell |
33,306
-738
| -2% | -$42.5K | 1.22% | 26 |
|
|
2014
Q1 | $2.07M | Buy |
34,044
+1,950
| +6% | +$118K | 1.34% | 22 |
|
|
2013
Q4 | $1.88M | Buy |
32,094
+245
| +0.8% | +$14.3K | 1.25% | 25 |
|
|
2013
Q3 | $1.65M | Buy |
31,849
+2,840
| +10% | +$147K | 1.46% | 23 |
|
|
2013
Q2 | $1.53M | Buy |
+29,009
| New | +$1.53M | 1.26% | 27 |
|