Boys Arnold & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-68,386
| Closed | -$6.16M | – | 120 |
|
|
2020
Q1 | $6.16M | Sell |
68,386
-654
| -0.9% | -$79.5K | 1.11% | 20 |
|
|
2019
Q4 | $9.62M | Buy |
69,040
+403
| +0.6% | +$51.7K | 1.33% | 10 |
|
|
2019
Q3 | $8.08M | Sell |
68,637
-2,318
| -3% | -$262K | 1.22% | 14 |
|
|
2019
Q2 | $7.93M | Sell |
70,955
-1,013
| -1% | -$112K | 1.15% | 17 |
|
|
2019
Q1 | $7.29M | Buy |
71,968
+1,681
| +2% | +$173K | 1.1% | 16 |
|
|
2018
Q4 | $6.81M | Sell |
70,287
-611
| -0.9% | -$65.1K | 1.14% | 13 |
|
|
2018
Q3 | $8.05M | Buy |
70,898
+1,049
| +2% | +$119K | 1.14% | 13 |
|
|
2018
Q2 | $7.28M | Sell |
69,849
-1,051
| -1% | -$115K | 1.07% | 16 |
|
|
2018
Q1 | $7.9M | Sell |
70,900
-2,133
| -3% | -$242K | 1.17% | 14 |
|
|
2017
Q4 | $7.81M | Sell |
73,033
-1,401
| -2% | -$142K | 1.18% | 14 |
|
|
2017
Q3 | $7.11M | Sell |
74,434
-2,814
| -4% | -$260K | 1.13% | 16 |
|
|
2017
Q2 | $7.06M | Sell |
77,248
-2,837
| -4% | -$245K | 0.91% | 16 |
|
|
2017
Q1 | $7.04M | Sell |
80,085
-3,626
| -4% | -$320K | 1.11% | 18 |
|
|
2016
Q4 | $7.22M | Sell |
83,711
-1,362
| -2% | -$104K | 1.2% | 17 |
|
|
2016
Q3 | $5.67M | Sell |
85,073
-211
| -0.2% | -$13.8K | 0.97% | 26 |
|
|
2016
Q2 | $5.3M | Buy |
85,284
+42,606
| +100% | +$2.66M | 0.91% | 30 |
|
|
2016
Q1 | $2.53M | Sell |
42,678
-122,232
| -74% | -$7.14M | 1% | 26 |
|
|
2015
Q4 | $10.9M | Buy |
164,910
+77,706
| +89% | +$5.06M | 1.19% | 21 |
|
|
2015
Q3 | $5.32M | Sell |
87,204
-248
| -0.3% | -$16.2K | 1.11% | 22 |
|
|
2015
Q2 | $5.93M | Sell |
87,452
-1,506
| -2% | -$98.3K | 1.15% | 20 |
|
|
2015
Q1 | $5.39M | Sell |
88,958
-48
| -0.1% | -$2.84K | 1.03% | 24 |
|
|
2014
Q4 | $5.57M | Buy |
89,006
+1,407
| +2% | +$84.7K | 1.08% | 23 |
|
|
2014
Q3 | $5.28M | Sell |
87,599
-5,355
| -6% | -$313K | 1.04% | 28 |
|
|
2014
Q2 | $5.36M | Buy |
92,954
+127
| +0.1% | +$7.14K | 0.93% | 34 |
|
|
2014
Q1 | $5.64M | Buy |
92,827
+203
| +0.2% | +$11.7K | 1.02% | 30 |
|
|
2013
Q4 | $5.42M | Buy |
92,624
+1,942
| +2% | +$106K | 1.03% | 32 |
|
|
2013
Q3 | $4.69M | Buy |
90,682
+9,210
| +11% | +$494K | 0.97% | 33 |
|
|
2013
Q2 | $4.3M | Buy |
+81,472
| New | +$4.14M | 0.93% | 37 |
|
Other funds holding JPM
