Bristol Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-39,800
| Closed | -$3.89M | – | 51 |
|
|
2018
Q4 | $3.89M | Buy |
+39,800
| New | +$3.89M | 4.66% | 5 |
|
|
2018
Q1 | – | Sell |
-27,800
| Closed | -$2.97M | – | 55 |
|
|
2017
Q4 | $2.97M | Sell |
27,800
-18,600
| -40% | -$1.99M | 1.86% | 12 |
|
|
2017
Q3 | $4.43M | Sell |
46,400
-712,600
| -94% | -$68.1M | 4.46% | 6 |
|
|
2017
Q2 | $69.4M | Buy |
759,000
+715,965
| +1,664% | +$65.4M | 46.21% | 1 |
|
|
2017
Q1 | $3.78M | Sell |
43,035
-58,865
| -58% | -$5.17M | 4.29% | 6 |
|
|
2016
Q4 | $8.79M | Buy |
+101,900
| New | +$8.79M | 8.88% | 2 |
|