Blackhill Capital’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 | – | Sell |
-350
| Closed | -$34K | – | 69 |
|
|
2018
Q4 | $34K | Hold |
350
| – | – | 0.01% | 65 |
|
|
2018
Q3 | $39K | Hold |
350
| – | – | 0.01% | 68 |
|
|
2018
Q2 | $36K | Hold |
350
| – | – | 0.01% | 70 |
|
|
2018
Q1 | $38K | Sell |
350
-200
| -36% | -$21.7K | 0.01% | 70 |
|
|
2017
Q4 | $59K | Sell |
550
-200
| -27% | -$21.5K | 0.01% | 69 |
|
|
2017
Q3 | $72K | Sell |
750
-150
| -17% | -$14.4K | 0.01% | 67 |
|
|
2017
Q2 | $82K | Sell |
900
-100
| -10% | -$9.11K | 0.02% | 66 |
|
|
2017
Q1 | $88K | Hold |
1,000
| – | – | 0.02% | 67 |
|
|
2016
Q4 | $86K | Hold |
1,000
| – | – | 0.02% | 68 |
|
|
2016
Q3 | $67K | Hold |
1,000
| – | – | 0.01% | 73 |
|
|
2016
Q2 | $62K | Hold |
1,000
| – | – | 0.01% | 71 |
|
|
2016
Q1 | $59K | Hold |
1,000
| – | – | 0.01% | 72 |
|
|
2015
Q4 | $66K | Hold |
1,000
| – | – | 0.01% | 72 |
|
|
2015
Q3 | $61K | Hold |
1,000
| – | – | 0.01% | 73 |
|
|
2015
Q2 | $68K | Hold |
1,000
| – | – | 0.01% | 73 |
|
|
2015
Q1 | $61K | Sell |
1,000
-1,234
| -55% | -$75.3K | 0.01% | 75 |
|
|
2014
Q4 | $140K | Buy |
2,234
+475
| +27% | +$29.8K | 0.02% | 67 |
|
|
2014
Q3 | $106K | Hold |
1,759
| – | – | 0.01% | 70 |
|
|
2014
Q2 | $101K | Hold |
1,759
| – | – | 0.01% | 70 |
|
|
2014
Q1 | $107K | Hold |
1,759
| – | – | 0.02% | 69 |
|
|
2013
Q4 | $103K | Buy |
1,759
+759
| +76% | +$44.4K | 0.02% | 70 |
|
|
2013
Q3 | $52K | Hold |
1,000
| – | – | 0.01% | 71 |
|
|
2013
Q2 | $53K | Buy |
+1,000
| New | +$53K | 0.01% | 71 |
|