BKS Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.21M | Sell |
11,938
-1,600
| -12% | -$162K | 0.49% | 57 |
|
|
2018
Q4 | $1.32M | Buy |
13,538
+6,520
| +93% | +$637K | 0.6% | 48 |
|
|
2018
Q3 | $791K | Sell |
7,018
-199
| -3% | -$22.4K | 0.29% | 87 |
|
|
2018
Q2 | $752K | Sell |
7,217
-87
| -1% | -$9.07K | 0.27% | 89 |
|
|
2018
Q1 | $803K | Buy |
7,304
+344
| +5% | +$37.8K | 0.29% | 85 |
|
|
2017
Q4 | $744K | Sell |
6,960
-341
| -5% | -$36.5K | 0.27% | 90 |
|
|
2017
Q3 | $697K | Sell |
7,301
-160
| -2% | -$15.3K | 0.27% | 91 |
|
|
2017
Q2 | $682K | Buy |
7,461
+175
| +2% | +$16K | 0.28% | 91 |
|
|
2017
Q1 | $640K | Sell |
7,286
-375
| -5% | -$32.9K | 0.28% | 94 |
|
|
2016
Q4 | $661K | Buy |
7,661
+1,030
| +16% | +$88.9K | 0.31% | 85 |
|
|
2016
Q3 | $442K | Buy |
6,631
+283
| +4% | +$18.9K | 0.2% | 103 |
|
|
2016
Q2 | $394K | Hold |
6,348
| – | – | 0.2% | 109 |
|
|
2016
Q1 | $376K | Sell |
6,348
-566
| -8% | -$33.5K | 0.2% | 107 |
|
|
2015
Q4 | $457K | Buy |
6,914
+34
| +0.5% | +$2.25K | 0.24% | 91 |
|
|
2015
Q3 | $419K | Buy |
6,880
+380
| +6% | +$23.1K | 0.23% | 85 |
|
|
2015
Q2 | $440K | Buy |
6,500
+951
| +17% | +$64.4K | 0.21% | 85 |
|
|
2015
Q1 | $336K | Buy |
+5,549
| New | +$336K | 0.16% | 97 |
|