Biegel & Waller’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $386K | Buy |
3,276
+402
| +14% | +$47.4K | 0.22% | 43 |
|
|
2019
Q2 | $321K | Sell |
2,874
-89
| -3% | -$9.94K | 0.16% | 56 |
|
|
2019
Q1 | $300K | Buy |
2,963
+88
| +3% | +$8.91K | 0.15% | 58 |
|
|
2018
Q4 | $281K | Buy |
2,875
+107
| +4% | +$10.5K | 0.17% | 52 |
|
|
2018
Q3 | $312K | Buy |
2,768
+261
| +10% | +$29.4K | 0.18% | 53 |
|
|
2018
Q2 | $261K | Sell |
2,507
-300
| -11% | -$31.2K | 0.16% | 52 |
|
|
2018
Q1 | $309K | Buy |
2,807
+40
| +1% | +$4.4K | 0.2% | 39 |
|
|
2017
Q4 | $296K | Hold |
2,767
| – | – | 0.17% | 42 |
|
|
2017
Q3 | $264K | Sell |
2,767
-2,219
| -45% | -$212K | 0.17% | 41 |
|
|
2017
Q2 | $456K | Hold |
4,986
| – | – | 0.28% | 26 |
|
|
2017
Q1 | $438K | Sell |
4,986
-298
| -6% | -$26.2K | 0.3% | 24 |
|
|
2016
Q4 | $458K | Buy |
+5,284
| New | +$458K | 0.32% | 24 |
|