CCM
Cadence Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.38M | Sell |
24,740
-5,923
| -19% | -$570K | 0.57% | 43 |
|
|
2020
Q2 | $2.88M | Sell |
30,663
-14,194
| -32% | -$1.34M | 0.42% | 49 |
|
|
2020
Q1 | $4.04M | Buy |
44,857
+5,913
| +15% | +$532K | 0.68% | 15 |
|
|
2019
Q4 | $5.43M | Sell |
38,944
-4,546
| -10% | -$634K | 0.59% | 23 |
|
|
2019
Q3 | $5.12M | Sell |
43,490
-3,792
| -8% | -$446K | 0.73% | 18 |
|
|
2019
Q2 | $5.29M | Sell |
47,282
-12,824
| -21% | -$1.43M | 0.53% | 25 |
|
|
2019
Q1 | $6.09M | Sell |
60,106
-1,642
| -3% | -$166K | 0.55% | 34 |
|
|
2018
Q4 | $6.03M | Sell |
61,748
-78,975
| -56% | -$7.71M | 0.61% | 32 |
|
|
2018
Q3 | $15.9M | Sell |
140,723
-2,452
| -2% | -$277K | 0.86% | 11 |
|
|
2018
Q2 | $14.9M | Sell |
143,175
-1,434
| -1% | -$149K | 0.88% | 9 |
|
|
2018
Q1 | $15.9M | Sell |
144,609
-3,886
| -3% | -$427K | 1.03% | 5 |
|
|
2017
Q4 | $15.9M | Sell |
148,495
-1,350
| -0.9% | -$144K | 1.01% | 4 |
|
|
2017
Q3 | $14.3M | Sell |
149,845
-29,736
| -17% | -$2.84M | 0.89% | 7 |
|
|
2017
Q2 | $16.4M | Buy |
179,581
+9,105
| +5% | +$832K | 1.14% | 1 |
|
|
2017
Q1 | $15M | Sell |
170,476
-15,090
| -8% | -$1.33M | 1.03% | 2 |
|
|
2016
Q4 | $16M | Sell |
185,566
-28,530
| -13% | -$2.46M | 1.12% | 1 |
|
|
2016
Q3 | $14.3M | Sell |
214,096
-7,815
| -4% | -$520K | 1.04% | 4 |
|
|
2016
Q2 | $13.8M | Sell |
221,911
-22,689
| -9% | -$1.41M | 1.04% | 7 |
|
|
2016
Q1 | $14.5M | Buy |
244,600
+4,721
| +2% | +$280K | 1.02% | 7 |
|
|
2015
Q4 | $15.8M | Sell |
239,879
-8,643
| -3% | -$571K | 1.06% | 3 |
|
|
2015
Q3 | $15.2M | Sell |
248,522
-4,724
| -2% | -$288K | 1.06% | 3 |
|
|
2015
Q2 | $17.2M | Buy |
253,246
+8,265
| +3% | +$560K | 0.96% | 3 |
|
|
2015
Q1 | $14.8M | Sell |
244,981
-6,408
| -3% | -$388K | 0.91% | 5 |
|
|
2014
Q4 | $15.7M | Sell |
251,389
-67,178
| -21% | -$4.2M | 0.92% | 4 |
|
|
2014
Q3 | $19.2M | Buy |
318,567
+28,337
| +10% | +$1.71M | 1.01% | 2 |
|
|
2014
Q2 | $16.7M | Sell |
290,230
-26,452
| -8% | -$1.52M | 0.8% | 8 |
|
|
2014
Q1 | $19.2M | Sell |
316,682
-69,689
| -18% | -$4.23M | 0.81% | 4 |
|
|
2013
Q4 | $22.6M | Sell |
386,371
-54,503
| -12% | -$3.19M | 0.86% | 8 |
|
|
2013
Q3 | $22.8M | Buy |
440,874
+257,643
| +141% | +$13.3M | 0.77% | 6 |
|
|
2013
Q2 | $9.67M | Buy |
+183,231
| New | +$9.67M | 0.45% | 77 |
|