Bridges Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.64M | Sell |
15,291
-100
| -0.6% | -$10.7K | 0.9% | 34 |
|
|
2017
Q3 | $1.47M | Sell |
15,391
-40,960
| -73% | -$3.91M | 0.82% | 39 |
|
|
2017
Q2 | $5.15M | Buy |
56,351
+24,061
| +75% | +$2.2M | 1.17% | 32 |
|
|
2017
Q1 | $2.84M | Sell |
32,290
-23,876
| -43% | -$2.1M | 0.83% | 28 |
|
|
2016
Q4 | $4.85M | Sell |
56,166
-1,249
| -2% | -$108K | 1.18% | 30 |
|
|
2016
Q3 | $3.82M | Buy |
57,415
+150
| +0.3% | +$9.99K | 0.81% | 40 |
|
|
2016
Q2 | $3.56M | Buy |
57,265
+2,250
| +4% | +$140K | 0.78% | 38 |
|
|
2016
Q1 | $3.26M | Sell |
55,015
-16,581
| -23% | -$982K | 0.7% | 45 |
|
|
2015
Q4 | $4.85M | Hold |
71,596
| – | – | 0.84% | 32 |
|
|
2015
Q3 | $4.85M | Buy |
71,596
+24,309
| +51% | +$1.65M | 0.84% | 32 |
|
|
2015
Q2 | $3.2M | Sell |
47,287
-2,150
| -4% | -$146K | 0.75% | 41 |
|
|
2015
Q1 | $3M | Buy |
49,437
+585
| +1% | +$35.4K | 0.68% | 45 |
|
|
2014
Q4 | $3.06M | Sell |
48,852
-1,764
| -3% | -$110K | 0.7% | 45 |
|
|
2014
Q3 | $3.05M | Sell |
50,616
-775
| -2% | -$46.7K | 0.7% | 48 |
|
|
2014
Q2 | $2.96M | Buy |
51,391
+2,650
| +5% | +$153K | 0.68% | 50 |
|
|
2014
Q1 | $2.96M | Buy |
48,741
+1,600
| +3% | +$97.1K | 0.69% | 49 |
|
|
2013
Q4 | $2.76M | Buy |
47,141
+1,784
| +4% | +$104K | 0.63% | 52 |
|
|
2013
Q3 | $2.35M | Buy |
45,357
+5,392
| +13% | +$279K | 0.58% | 55 |
|
|
2013
Q2 | $2.11M | Buy |
+39,965
| New | +$2.11M | 0.54% | 60 |
|