BTS
BB&T Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $102M | Sell |
866,263
-39,169
| -4% | -$4.61M | 0.93% | 6 |
|
|
2019
Q2 | $101M | Buy |
905,432
+39,230
| +5% | +$4.39M | 0.92% | 7 |
|
|
2019
Q1 | $87.7M | Buy |
866,202
+61,530
| +8% | +$6.23M | 0.85% | 12 |
|
|
2018
Q4 | $78.6M | Buy |
804,672
+49,026
| +6% | +$4.79M | 0.87% | 12 |
|
|
2018
Q3 | $85.3M | Buy |
755,646
+26,445
| +4% | +$2.98M | 0.84% | 11 |
|
|
2018
Q2 | $76M | Buy |
729,201
+15,974
| +2% | +$1.66M | 0.81% | 10 |
|
|
2018
Q1 | $78.4M | Buy |
713,227
+31,373
| +5% | +$3.45M | 0.89% | 7 |
|
|
2017
Q4 | $72.9M | Buy |
681,854
+9,697
| +1% | +$1.04M | 0.95% | 8 |
|
|
2017
Q3 | $64.2M | Buy |
672,157
+15,071
| +2% | +$1.44M | 0.87% | 13 |
|
|
2017
Q2 | $60.1M | Buy |
657,086
+285,094
| +77% | +$26.1M | 0.87% | 11 |
|
|
2017
Q1 | $32.7M | Buy |
371,992
+19,002
| +5% | +$1.67M | 0.45% | 61 |
|
|
2016
Q4 | $26.7M | Buy |
352,990
+42,563
| +14% | +$3.23M | 0.39% | 67 |
|
|
2016
Q3 | $20.7M | Buy |
310,427
+29,788
| +11% | +$1.98M | 0.31% | 89 |
|
|
2016
Q2 | $17.4M | Buy |
280,639
+2,707
| +1% | +$168K | 0.27% | 98 |
|
|
2016
Q1 | $16.5M | Buy |
277,932
+146,914
| +112% | +$8.7M | 0.27% | 99 |
|
|
2015
Q4 | $8.65M | Sell |
131,018
-1,066
| -0.8% | -$70.4K | 0.18% | 123 |
|
|
2015
Q3 | $8.05M | Buy |
132,084
+3,134
| +2% | +$191K | 0.18% | 111 |
|
|
2015
Q2 | $8.74M | Sell |
128,950
-3,678
| -3% | -$249K | 0.19% | 110 |
|
|
2015
Q1 | $80.3M | Buy |
132,628
+4,738
| +4% | +$2.87M | 0.18% | 120 |
|
|
2014
Q4 | $80M | Buy |
127,890
+4,504
| +4% | +$2.82M | 0.18% | 118 |
|
|
2014
Q3 | $74.3M | Sell |
123,386
-436
| -0.4% | -$263K | 0.17% | 120 |
|
|
2014
Q2 | $71.3M | Buy |
123,822
+33,763
| +37% | +$19.5M | 0.17% | 117 |
|
|
2014
Q1 | $54.7M | Buy |
90,059
+8,014
| +10% | +$4.87M | 0.14% | 126 |
|
|
2013
Q4 | $48M | Buy |
82,045
+11,823
| +17% | +$6.91M | 0.13% | 136 |
|
|
2013
Q3 | $36.3M | Buy |
70,222
+15,792
| +29% | +$8.16M | 0.11% | 138 |
|
|
2013
Q2 | $28.7K | Buy |
+54,430
| New | +$28.7K | 0.09% | 159 |
|