BAM
JPM.WS
Brave Asset Management’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-42,418
| Closed | -$3.08M | – | 172 |
|
|
2018
Q3 | $3.08M | Sell |
42,418
-889
| -2% | -$64.6K | 1.58% | 16 |
|
|
2018
Q2 | $2.75M | Buy |
43,307
+110
| +0.3% | +$6.98K | 1.6% | 16 |
|
|
2018
Q1 | $3M | Sell |
43,197
-2,275
| -5% | -$158K | 1.81% | 9 |
|
|
2017
Q4 | $3.02M | Sell |
45,472
-750
| -2% | -$49.8K | 1.57% | 13 |
|
|
2017
Q3 | $2.5M | Sell |
46,222
-3,250
| -7% | -$176K | 1.31% | 15 |
|
|
2017
Q2 | $2.49M | Hold |
49,472
| – | – | 1.33% | 15 |
|
|
2017
Q1 | $2.29M | Sell |
49,472
-929
| -2% | -$43K | 1.34% | 17 |
|
|
2016
Q4 | $2.23M | Buy |
50,401
+2,026
| +4% | +$89.7K | 1.43% | 19 |
|
|
2016
Q3 | $1.19M | Buy |
+48,375
| New | +$1.19M | 0.76% | 36 |
|
|
2016
Q2 | – | Sell |
-40,450
| Closed | -$716K | – | 439 |
|
|
2016
Q1 | $716K | Hold |
40,450
| – | – | 0.5% | 56 |
|
|
2015
Q4 | $958K | Buy |
+40,450
| New | +$958K | 0.65% | 41 |
|
|
2015
Q3 | – | Sell |
-40,450
| Closed | -$1M | – | 443 |
|
|
2015
Q2 | $1M | Hold |
40,450
| – | – | 0.7% | 43 |
|
|
2015
Q1 | $890K | Buy |
40,450
+3,100
| +8% | +$68.2K | 0.62% | 49 |
|
|
2014
Q4 | $777K | Hold |
37,350
| – | – | 0.56% | 56 |
|
|
2014
Q3 | $751K | Hold |
37,350
| – | – | 0.56% | 57 |
|
|
2014
Q2 | $722K | Sell |
37,350
-18,750
| -33% | -$362K | 0.51% | 61 |
|
|
2014
Q1 | $1.13M | Sell |
56,100
-8,500
| -13% | -$172K | 0.9% | 35 |
|
|
2013
Q4 | $1.25M | Buy |
+64,600
| New | +$1.25M | 1% | 28 |
|