BAM
Bruderman Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,355
| Closed | -$568K | – | 107 |
|
|
2019
Q3 | $568K | Sell |
4,355
-302
| -6% | -$39.4K | 0.14% | 86 |
|
|
2019
Q2 | $521K | Sell |
4,657
-1,532
| -25% | -$171K | 0.12% | 80 |
|
|
2019
Q1 | $627K | Buy |
6,189
+57
| +0.9% | +$5.78K | 0.14% | 86 |
|
|
2018
Q4 | $599K | Buy |
6,132
+739
| +14% | +$72.2K | 0.15% | 79 |
|
|
2018
Q3 | $609K | Sell |
5,393
-240
| -4% | -$27.1K | 0.14% | 86 |
|
|
2018
Q2 | $587K | Sell |
5,633
-329
| -6% | -$34.3K | 0.14% | 89 |
|
|
2018
Q1 | $656K | Buy |
5,962
+4
| +0.1% | +$440 | 0.16% | 87 |
|
|
2017
Q4 | $637K | Buy |
5,958
+303
| +5% | +$32.4K | 0.16% | 84 |
|
|
2017
Q3 | $540K | Buy |
5,655
+26
| +0.5% | +$2.48K | 0.14% | 87 |
|
|
2017
Q2 | $515K | Buy |
5,629
+3
| +0.1% | +$274 | 0.14% | 87 |
|
|
2017
Q1 | $494K | Buy |
5,626
+3
| +0.1% | +$263 | 0.14% | 82 |
|
|
2016
Q4 | $485K | Sell |
5,623
-262
| -4% | -$22.6K | 0.15% | 83 |
|
|
2016
Q3 | $392K | Buy |
5,885
+558
| +10% | +$37.2K | 0.12% | 92 |
|
|
2016
Q2 | $331K | Buy |
5,327
+153
| +3% | +$9.51K | 0.1% | 98 |
|
|
2016
Q1 | $306K | Buy |
5,174
+964
| +23% | +$57K | 0.11% | 97 |
|
|
2015
Q4 | $278K | Buy |
4,210
+38
| +0.9% | +$2.51K | 0.1% | 102 |
|
|
2015
Q3 | $254K | Buy |
4,172
+12
| +0.3% | +$731 | 0.1% | 95 |
|
|
2015
Q2 | $282K | Buy |
4,160
+425
| +11% | +$28.8K | 0.11% | 93 |
|
|
2015
Q1 | $226K | Buy |
+3,735
| New | +$226K | 0.09% | 102 |
|