Beacon Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $15.1M | Sell |
166,677
-75
| -0% | -$6.8K | 2.38% | 4 |
|
|
2016
Q4 | $14.4M | Buy |
166,752
+3,767
| +2% | +$325K | 2.37% | 3 |
|
|
2016
Q3 | $10.9M | Sell |
162,985
-1,633
| -1% | -$109K | 1.82% | 10 |
|
|
2016
Q2 | $10.2M | Sell |
164,618
-1,445
| -0.9% | -$89.8K | 1.74% | 12 |
|
|
2016
Q1 | $9.83M | Buy |
166,063
+1,034
| +0.6% | +$61.2K | 1.71% | 12 |
|
|
2015
Q4 | $10.9M | Buy |
165,029
+14,621
| +10% | +$965K | 1.89% | 10 |
|
|
2015
Q3 | $9.17M | Sell |
150,408
-2,341
| -2% | -$143K | 1.62% | 12 |
|
|
2015
Q2 | $10.4M | Buy |
152,749
+137,509
| +902% | +$9.32M | 1.67% | 11 |
|
|
2015
Q1 | $923K | Sell |
15,240
-1,576
| -9% | -$95.4K | 0.14% | 109 |
|
|
2014
Q4 | $1.05M | Buy |
16,816
+4,898
| +41% | +$306K | 0.16% | 107 |
|
|
2014
Q3 | $718K | Buy |
11,918
+280
| +2% | +$16.9K | 0.12% | 116 |
|
|
2014
Q2 | $671K | Buy |
11,638
+317
| +3% | +$18.3K | 0.11% | 118 |
|
|
2014
Q1 | $687K | Buy |
11,321
+107
| +1% | +$6.49K | 0.12% | 111 |
|
|
2013
Q4 | $656K | Buy |
11,214
+425
| +4% | +$24.9K | 0.11% | 113 |
|
|
2013
Q3 | $558K | Buy |
10,789
+2,365
| +28% | +$122K | 0.1% | 112 |
|
|
2013
Q2 | $445K | Buy |
+8,424
| New | +$445K | 0.08% | 128 |
|