Buckingham Capital Management (New York)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-38,512
| Closed | -$4.53M | – | 39 |
|
|
2019
Q3 | $4.53M | Sell |
38,512
-44,074
| -53% | -$5.19M | 0.58% | 48 |
|
|
2019
Q2 | $9.23M | Sell |
82,586
-182
| -0.2% | -$20.3K | 1.14% | 27 |
|
|
2019
Q1 | $8.38M | Sell |
82,768
-15,312
| -16% | -$1.55M | 0.79% | 40 |
|
|
2018
Q4 | $9.58M | Sell |
98,080
-8,844
| -8% | -$863K | 1.44% | 31 |
|
|
2018
Q3 | $12.1M | Sell |
106,924
-11,880
| -10% | -$1.34M | 1.23% | 34 |
|
|
2018
Q2 | $12.4M | Buy |
118,804
+4,700
| +4% | +$490K | 1.22% | 36 |
|
|
2018
Q1 | $12.5M | Sell |
114,104
-2,646
| -2% | -$291K | 1.45% | 30 |
|
|
2017
Q4 | $12.5M | Sell |
116,750
-599
| -0.5% | -$64.1K | 1.49% | 29 |
|
|
2017
Q3 | $11.2M | Buy |
117,349
+818
| +0.7% | +$78.1K | 1.48% | 29 |
|
|
2017
Q2 | $10.7M | Buy |
116,531
+6,693
| +6% | +$612K | 1.25% | 33 |
|
|
2017
Q1 | $9.65M | Buy |
109,838
+5,800
| +6% | +$509K | 1.29% | 36 |
|
|
2016
Q4 | $8.98M | Sell |
104,038
-19,620
| -16% | -$1.69M | 1.19% | 35 |
|
|
2016
Q3 | $8.23M | Sell |
123,658
-2,602
| -2% | -$173K | 1.03% | 38 |
|
|
2016
Q2 | $7.85M | Buy |
126,260
+27,216
| +27% | +$1.69M | 0.95% | 41 |
|
|
2016
Q1 | $5.87M | Sell |
99,044
-14,508
| -13% | -$859K | 0.67% | 59 |
|
|
2015
Q4 | $7.5M | Sell |
113,552
-4,790
| -4% | -$316K | 0.93% | 48 |
|
|
2015
Q3 | $7.22M | Buy |
118,342
+8,912
| +8% | +$543K | 0.65% | 64 |
|
|
2015
Q2 | $7.42M | Sell |
109,430
-240
| -0.2% | -$16.3K | 0.61% | 65 |
|
|
2015
Q1 | $6.64M | Buy |
109,670
+810
| +0.7% | +$49.1K | 0.58% | 67 |
|
|
2014
Q4 | $6.81M | Buy |
108,860
+3,471
| +3% | +$217K | 0.6% | 55 |
|
|
2014
Q3 | $6.35M | Sell |
105,389
-707
| -0.7% | -$42.6K | 0.56% | 68 |
|
|
2014
Q2 | $6.11M | Sell |
106,096
-4,460
| -4% | -$257K | 0.49% | 71 |
|
|
2014
Q1 | $6.71M | Sell |
110,556
-5,689
| -5% | -$345K | 0.62% | 58 |
|
|
2013
Q4 | $6.8M | Sell |
116,245
-7,830
| -6% | -$458K | 0.69% | 59 |
|
|
2013
Q3 | $6.41M | Buy |
124,075
+400
| +0.3% | +$20.7K | 0.62% | 60 |
|
|
2013
Q2 | $6.53M | Buy |
+123,675
| New | +$6.53M | 0.62% | 56 |
|