Brinker Capital’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 | $9.79M | Buy |
104,115
+12,113
| +13% | +$1.15M | 0.31% | 67 |
|
|
2020
Q1 | $8.28M | Sell |
92,002
-14,116
| -13% | -$1.72M | 0.33% | 64 |
|
|
2019
Q4 | $14.8M | Buy |
106,118
+18,634
| +21% | +$2.39M | 0.46% | 33 |
|
|
2019
Q3 | $10.3M | Sell |
87,484
-3,903
| -4% | -$441K | 0.35% | 53 |
|
|
2019
Q2 | $10.2M | Sell |
91,387
-3,708
| -4% | -$409K | 0.37% | 49 |
|
|
2019
Q1 | $9.63M | Buy |
95,095
+1,840
| +2% | +$190K | 0.36% | 50 |
|
|
2018
Q4 | $9.1M | Sell |
93,255
-7,735
| -8% | -$824K | 0.4% | 49 |
|
|
2018
Q3 | $11.4M | Sell |
100,990
-2,017
| -2% | -$229K | 0.41% | 37 |
|
|
2018
Q2 | $10.7M | Sell |
103,007
-2,875
| -3% | -$315K | 0.41% | 35 |
|
|
2018
Q1 | $11.6M | Buy |
105,882
+12,584
| +13% | +$1.42M | 0.46% | 29 |
|
|
2017
Q4 | $9.98M | Sell |
93,298
-4,600
| -5% | -$466K | 0.39% | 43 |
|
|
2017
Q3 | $9.35M | Sell |
97,898
-1,907
| -2% | -$176K | 0.39% | 42 |
|
|
2017
Q2 | $9.12M | Buy |
99,805
+42,131
| +73% | +$3.64M | 0.42% | 38 |
|
|
2017
Q1 | $5.07M | Sell |
57,674
-2,326
| -4% | -$205K | 0.24% | 86 |
|
|
2016
Q4 | $5.18M | Buy |
+60,000
| New | +$4.58M | 0.29% | 73 |
|
|
2015
Q4 | – | Sell |
-44,145
| Closed | -$2.69M | – | 213 |
|
|
2015
Q3 | $2.69M | Sell |
44,145
-289,621
| -87% | -$19M | 0.25% | 47 |
|
|
2015
Q2 | $22.6M | Buy |
333,766
+288,312
| +634% | +$18.8M | 1.9% | 14 |
|
|
2015
Q1 | $2.75M | Sell |
45,454
-555
| -1% | -$32.9K | 0.24% | 44 |
|
|
2014
Q4 | $2.88M | Sell |
46,009
-1,439
| -3% | -$86.6K | 0.23% | 48 |
|
|
2014
Q3 | $2.86M | Buy |
47,448
+262
| +0.6% | +$15.3K | 0.22% | 43 |
|
|
2014
Q2 | $2.72M | Buy |
47,186
+306
| +0.7% | +$17.2K | 0.19% | 50 |
|
|
2014
Q1 | $2.85M | Buy |
46,880
+1,165
| +3% | +$67.3K | 0.23% | 44 |
|
|
2013
Q4 | $2.67M | Buy |
45,715
+1,436
| +3% | +$78.7K | 0.22% | 48 |
|
|
2013
Q3 | $2.29M | Buy |
44,279
+2,452
| +6% | +$132K | 0.23% | 50 |
|
|
2013
Q2 | $2.21M | Buy |
+41,827
| New | +$2.13M | 0.23% | 42 |
|
Other funds holding JPM
