CBU
CIBC Bank USA’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.83M | Buy |
41,806
+1,135
| +3% | +$158K | 0.77% | 18 |
|
|
2019
Q3 | $4.79M | Buy |
40,671
+832
| +2% | +$97.9K | 0.68% | 19 |
|
|
2019
Q2 | $4.45M | Buy |
39,839
+1,686
| +4% | +$188K | 0.62% | 19 |
|
|
2019
Q1 | $3.86M | Sell |
38,153
-1,582
| -4% | -$160K | 0.54% | 22 |
|
|
2018
Q4 | $3.88M | Sell |
39,735
-1,539
| -4% | -$150K | 0.63% | 20 |
|
|
2018
Q3 | $4.66M | Buy |
41,274
+3,131
| +8% | +$353K | 0.64% | 17 |
|
|
2018
Q2 | $3.98M | Buy |
38,143
+1,124
| +3% | +$117K | 0.55% | 23 |
|
|
2018
Q1 | $4.07M | Sell |
37,019
-10,741
| -22% | -$1.18M | 0.56% | 25 |
|
|
2017
Q4 | $5.11M | Sell |
47,760
-985
| -2% | -$105K | 0.64% | 17 |
|
|
2017
Q3 | $4.66M | Sell |
48,745
-1,366
| -3% | -$130K | 0.61% | 18 |
|
|
2017
Q2 | $4.58M | Buy |
50,111
+6,296
| +14% | +$575K | 0.61% | 19 |
|
|
2017
Q1 | $3.85M | Sell |
43,815
-839
| -2% | -$73.7K | 0.53% | 22 |
|
|
2016
Q4 | $3.85M | Sell |
44,654
-23,021
| -34% | -$1.99M | 0.56% | 22 |
|
|
2016
Q3 | $4.51M | Buy |
67,675
+10,889
| +19% | +$725K | 0.68% | 16 |
|
|
2016
Q2 | $3.53M | Sell |
56,786
-1,427
| -2% | -$88.7K | 0.55% | 23 |
|
|
2016
Q1 | $3.45M | Sell |
58,213
-1,757
| -3% | -$104K | 0.61% | 19 |
|
|
2015
Q4 | $3.96M | Buy |
59,970
+3,414
| +6% | +$225K | 0.69% | 20 |
|
|
2015
Q3 | $3.45M | Buy |
56,556
+2,490
| +5% | +$152K | 0.63% | 22 |
|
|
2015
Q2 | $3.66M | Sell |
54,066
-1,430
| -3% | -$96.9K | 0.61% | 21 |
|
|
2015
Q1 | $3.36M | Sell |
55,496
-2,719
| -5% | -$165K | 0.59% | 22 |
|
|
2014
Q4 | $3.64M | Buy |
58,215
+803
| +1% | +$50.3K | 0.64% | 22 |
|
|
2014
Q3 | $3.46M | Sell |
57,412
-1,709
| -3% | -$103K | 0.69% | 22 |
|
|
2014
Q2 | $3.41M | Sell |
59,121
-8,659
| -13% | -$499K | 0.64% | 22 |
|
|
2014
Q1 | $4.12M | Sell |
67,780
-2,597
| -4% | -$158K | 0.85% | 16 |
|
|
2013
Q4 | $4.12M | Sell |
70,377
-11,238
| -14% | -$657K | 0.91% | 15 |
|
|
2013
Q3 | $4.22M | Sell |
81,615
-586,308
| -88% | -$30.3M | 1.03% | 12 |
|
|
2013
Q2 | $35.3M | Buy |
+667,923
| New | +$35.3M | 2.07% | 10 |
|