Broadview Advisors’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,100	Closed	-$415K	–	82
2019 Q1	$415K	Sell	4,100 -2,300	-36%	-$233K	0.11%	79
2018 Q4	$625K	Buy	+6,400	New	+$625K	0.18%	68
2017 Q1	–	Sell	-5,850	Closed	-$505K	–	106
2016 Q4	$505K	Hold	5,850	–	–	0.07%	98
2016 Q3	$390K	Hold	5,850	–	–	0.06%	94
2016 Q2	$364K	Sell	5,850 -7,150	-55%	-$445K	0.05%	93
2016 Q1	$770K	Hold	13,000	–	–	0.11%	83
2015 Q4	$858K	Sell	13,000 -250	-2%	-$16.5K	0.12%	82
2015 Q3	$808K	Sell	13,250 -15,250	-54%	-$930K	0.11%	78
2015 Q2	$1.93M	Hold	28,500	–	–	0.2%	80
2015 Q1	$1.73M	Hold	28,500	–	–	0.17%	80
2014 Q4	$1.78M	Sell	28,500 -6,675	-19%	-$418K	0.18%	76
2014 Q3	$2.12M	Sell	35,175 -450	-1%	-$27.1K	0.23%	73
2014 Q2	$2.05M	Buy	35,625 +14,200	+66%	+$818K	0.2%	80
2014 Q1	$1.3M	Buy	21,425 +4,725	+28%	+$287K	0.13%	82
2013 Q4	$977K	Buy	+16,700	New	+$977K	0.11%	81