Beach Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $594K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $708K | Sell |
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|
2019
Q2 | $1.88M | Hold |
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|
2019
Q1 | $1.7M | Hold |
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|
2018
Q4 | $1.64M | Sell |
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|
2018
Q3 | $2.85M | Sell |
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|
2018
Q2 | $3.5M | Hold |
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|
2018
Q1 | $3.69M | Hold |
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|
2017
Q4 | $3.59M | Hold |
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|
2017
Q3 | $3.21M | Sell |
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|
2017
Q2 | $3.95M | Sell |
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|
2017
Q1 | $4.03M | Hold |
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|
2016
Q4 | $3.96M | Buy |
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|
2016
Q3 | $1.29M | Hold |
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|
2016
Q2 | $1.2M | Sell |
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|
2016
Q1 | $2.01M | Buy |
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|
2015
Q4 | $403K | Sell |
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|
2015
Q3 | $970K | Sell |
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|
2015
Q2 | $2.52M | Buy |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.97M | Sell |
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|
2014
Q3 | $2.65M | Buy |
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|
2014
Q2 | $540K | Sell |
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|
2014
Q1 | $2.75M | Buy |
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|
2013
Q4 | $1.65M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.04M | Buy |
|