BA
Boston Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $25.1M | Sell |
212,889
-15,599
| -7% | -$1.84M | 1.31% | 6 |
|
|
2019
Q2 | $25.5M | Sell |
228,488
-35,101
| -13% | -$3.92M | 1.36% | 6 |
|
|
2019
Q1 | $26.7M | Sell |
263,589
-32,280
| -11% | -$3.27M | 1.36% | 8 |
|
|
2018
Q4 | $28.9M | Buy |
295,869
+19,166
| +7% | +$1.87M | 1.67% | 6 |
|
|
2018
Q3 | $31.2M | Buy |
276,703
+33,446
| +14% | +$3.77M | 1.35% | 5 |
|
|
2018
Q2 | $25.3M | Buy |
243,257
+1,302
| +0.5% | +$136K | 0.63% | 35 |
|
|
2018
Q1 | $26.6M | Sell |
241,955
-270,858
| -53% | -$29.8M | 0.68% | 31 |
|
|
2017
Q4 | $54.8M | Sell |
512,813
-4,848
| -0.9% | -$518K | 1.18% | 11 |
|
|
2017
Q3 | $49.4M | Buy |
517,661
+1,112
| +0.2% | +$106K | 1.12% | 11 |
|
|
2017
Q2 | $47.2M | Buy |
516,549
+4,065
| +0.8% | +$372K | 1.09% | 12 |
|
|
2017
Q1 | $45M | Sell |
512,484
-20,405
| -4% | -$1.79M | 1.06% | 10 |
|
|
2016
Q4 | $46M | Sell |
532,889
-26,744
| -5% | -$2.31M | 1.1% | 9 |
|
|
2016
Q3 | $37.3M | Sell |
559,633
-25,301
| -4% | -$1.68M | 0.92% | 16 |
|
|
2016
Q2 | $36.3M | Sell |
584,934
-16,612
| -3% | -$1.03M | 0.91% | 18 |
|
|
2016
Q1 | $35.6M | Sell |
601,546
-17,879
| -3% | -$1.06M | 0.88% | 21 |
|
|
2015
Q4 | $40.9M | Buy |
619,425
+2,746
| +0.4% | +$181K | 0.96% | 19 |
|
|
2015
Q3 | $37.6M | Sell |
616,679
-324
| -0.1% | -$19.8K | 1.41% | 4 |
|
|
2015
Q2 | $41.8M | Sell |
617,003
-4,574
| -0.7% | -$310K | 1.74% | 2 |
|
|
2015
Q1 | $37.7M | Buy |
621,577
+20,268
| +3% | +$1.23M | 1.49% | 3 |
|
|
2014
Q4 | $37.6M | Sell |
601,309
-11,498
| -2% | -$720K | 1.59% | 6 |
|
|
2014
Q3 | $36.9M | Sell |
612,807
-238,782
| -28% | -$14.4M | 1.57% | 4 |
|
|
2014
Q2 | $49.1M | Sell |
851,589
-22,016
| -3% | -$1.27M | 2.1% | 1 |
|
|
2014
Q1 | $53M | Sell |
873,605
-83,211
| -9% | -$5.05M | 2.36% | 1 |
|
|
2013
Q4 | $56M | Buy |
956,816
+4,280
| +0.4% | +$250K | 2.67% | 1 |
|
|
2013
Q3 | $49.2M | Sell |
952,536
-263,433
| -22% | -$13.6M | 2.61% | 1 |
|
|
2013
Q2 | $64.2M | Buy |
+1,215,969
| New | +$64.2M | 3.09% | 1 |
|