Boulegeris Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-36,220
| Closed | -$3.77M | – | 22 |
|
|
2018
Q2 | $3.77M | Buy |
36,220
+805
| +2% | +$83.9K | 1.89% | 15 |
|
|
2018
Q1 | $3.9M | Buy |
35,415
+2,335
| +7% | +$257K | 2.13% | 9 |
|
|
2017
Q4 | $3.54M | Buy |
33,080
+3,984
| +14% | +$426K | 1.84% | 12 |
|
|
2017
Q3 | $2.78M | Buy |
29,096
+1,100
| +4% | +$105K | 1.55% | 16 |
|
|
2017
Q2 | $2.56M | Buy |
27,996
+1,700
| +6% | +$155K | 1.45% | 15 |
|
|
2017
Q1 | $2.31M | Buy |
26,296
+411
| +2% | +$36.1K | 1.38% | 16 |
|
|
2016
Q4 | $2.23M | Buy |
25,885
+4,340
| +20% | +$375K | 1.36% | 16 |
|
|
2016
Q3 | $1.44M | Sell |
21,545
-7,305
| -25% | -$487K | 0.91% | 24 |
|
|
2016
Q2 | $1.79M | Sell |
28,850
-150
| -0.5% | -$9.32K | 1.22% | 19 |
|
|
2016
Q1 | $1.72M | Sell |
29,000
-235
| -0.8% | -$13.9K | 1.21% | 22 |
|
|
2015
Q4 | $1.93M | Sell |
29,235
-230
| -0.8% | -$15.2K | 1.4% | 21 |
|
|
2015
Q3 | $1.8M | Buy |
29,465
+3,120
| +12% | +$190K | 1.37% | 21 |
|
|
2015
Q2 | $1.79M | Buy |
26,345
+12,265
| +87% | +$831K | 1.28% | 21 |
|
|
2015
Q1 | $853K | Buy |
14,080
+1,130
| +9% | +$68.5K | 0.63% | 29 |
|
|
2014
Q4 | $810K | Buy |
12,950
+8,375
| +183% | +$524K | 0.64% | 31 |
|
|
2014
Q3 | $276K | Buy |
+4,575
| New | +$276K | 0.23% | 40 |
|