Capital Guardian Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $85.3M | Sell |
765,727
-33,968
| -4% | -$3.79M | 1.15% | 21 |
|
|
2019
Q1 | $80.9M | Sell |
799,695
-2,288
| -0.3% | -$231K | 1.08% | 27 |
|
|
2018
Q4 | $78.3M | Sell |
801,983
-195,711
| -20% | -$19.1M | 1.25% | 21 |
|
|
2018
Q3 | $113M | Buy |
997,694
+26,677
| +3% | +$3.01M | 1.52% | 13 |
|
|
2018
Q2 | $101M | Sell |
971,017
-34,482
| -3% | -$3.59M | 1.44% | 13 |
|
|
2018
Q1 | $111M | Buy |
1,005,499
+201,037
| +25% | +$22.1M | 1.56% | 11 |
|
|
2017
Q4 | $86M | Buy |
804,462
+76,160
| +10% | +$8.14M | 1.22% | 17 |
|
|
2017
Q3 | $69.6M | Buy |
728,302
+75,021
| +11% | +$7.17M | 1.21% | 20 |
|
|
2017
Q2 | $59.7M | Sell |
653,281
-1,385,588
| -68% | -$127M | 1.1% | 29 |
|
|
2017
Q1 | $179M | Sell |
2,038,869
-27,159
| -1% | -$2.39M | 1.34% | 14 |
|
|
2016
Q4 | $178M | Buy |
2,066,028
+402,561
| +24% | +$34.7M | 1.4% | 12 |
|
|
2016
Q3 | $111M | Sell |
1,663,467
-86,121
| -5% | -$5.73M | 0.84% | 45 |
|
|
2016
Q2 | $109M | Sell |
1,749,588
-34,044
| -2% | -$2.12M | 0.84% | 43 |
|
|
2016
Q1 | $106M | Sell |
1,783,632
-16,454
| -0.9% | -$974K | 0.81% | 43 |
|
|
2015
Q4 | $119M | Sell |
1,800,086
-121,146
| -6% | -$8M | 0.92% | 33 |
|
|
2015
Q3 | $117M | Sell |
1,921,232
-57,349
| -3% | -$3.5M | 0.95% | 32 |
|
|
2015
Q2 | $134M | Sell |
1,978,581
-58,521
| -3% | -$3.97M | 0.97% | 31 |
|
|
2015
Q1 | $123M | Sell |
2,037,102
-228,676
| -10% | -$13.9M | 0.92% | 34 |
|
|
2014
Q4 | $142M | Sell |
2,265,778
-49,924
| -2% | -$3.12M | 0.98% | 33 |
|
|
2014
Q3 | $139M | Sell |
2,315,702
-65,002
| -3% | -$3.92M | 0.99% | 32 |
|
|
2014
Q2 | $137M | Sell |
2,380,704
-63,629
| -3% | -$3.67M | 0.93% | 35 |
|
|
2014
Q1 | $148M | Sell |
2,444,333
-201,940
| -8% | -$12.3M | 1% | 31 |
|
|
2013
Q4 | $155M | Sell |
2,646,273
-271,014
| -9% | -$15.8M | 1.02% | 32 |
|
|
2013
Q3 | $151M | Sell |
2,917,287
-511,717
| -15% | -$26.5M | 1.04% | 30 |
|
|
2013
Q2 | $181M | Buy |
+3,429,004
| New | +$181M | 1.26% | 24 |
|