ClearArc Capital’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 | $4.66M | Sell |
33,459
-10,207
| -23% | -$1.42M | 1.82% | 5 |
|
2019
Q3 | $5.14M | Sell |
43,666
-4,732
| -10% | -$557K | 1.49% | 8 |
|
2019
Q2 | $5.41M | Sell |
48,398
-6,440
| -12% | -$720K | 1.6% | 6 |
|
2019
Q1 | $5.55M | Sell |
54,838
-2,228
| -4% | -$226K | 1.49% | 10 |
|
2018
Q4 | $5.57M | Sell |
57,066
-46,107
| -45% | -$4.5M | 1.67% | 5 |
|
2018
Q3 | $11.6M | Sell |
103,173
-1,384
| -1% | -$156K | 1.52% | 6 |
|
2018
Q2 | $10.9M | Sell |
104,557
-417
| -0.4% | -$43.5K | 1.54% | 7 |
|
2018
Q1 | $11.5M | Sell |
104,974
-3,290
| -3% | -$362K | 1.74% | 5 |
|
2017
Q4 | $11.6M | Buy |
108,264
+3,752
| +4% | +$401K | 1.57% | 6 |
|
2017
Q3 | $9.98M | Sell |
104,512
-4,486
| -4% | -$428K | 1.5% | 6 |
|
2017
Q2 | $9.96M | Sell |
108,998
-249
| -0.2% | -$22.8K | 1.61% | 4 |
|
2017
Q1 | $9.6M | Buy |
109,247
+608
| +0.6% | +$53.4K | 1.6% | 4 |
|
2016
Q4 | $9.37M | Buy |
108,639
+4,365
| +4% | +$377K | 1.68% | 4 |
|
2016
Q3 | $6.94M | Buy |
104,274
+3,776
| +4% | +$251K | 1.31% | 8 |
|
2016
Q2 | $6.25M | Buy |
100,498
+4,603
| +5% | +$286K | 1.21% | 12 |
|
2016
Q1 | $5.68M | Sell |
95,895
-2,150
| -2% | -$127K | 1.2% | 10 |
|
2015
Q4 | $6.47M | Sell |
98,045
-22,148
| -18% | -$1.46M | 1.36% | 7 |
|
2015
Q3 | $7.33M | Sell |
120,193
-619
| -0.5% | -$37.7K | 1.52% | 4 |
|
2015
Q2 | $8.19M | Buy |
120,812
+16,736
| +16% | +$1.13M | 1.5% | 5 |
|
2015
Q1 | $6.31M | Sell |
104,076
-11,791
| -10% | -$714K | 1.29% | 10 |
|
2014
Q4 | $7.25M | Buy |
115,867
+38,176
| +49% | +$2.39M | 1.48% | 6 |
|
2014
Q3 | $4.68M | Sell |
77,691
-21,543
| -22% | -$1.3M | 1.06% | 14 |
|
2014
Q2 | $5.72M | Sell |
99,234
-12,101
| -11% | -$697K | 1.32% | 7 |
|
2014
Q1 | $6.76M | Sell |
111,335
-647
| -0.6% | -$39.3K | 1.67% | 5 |
|
2013
Q4 | $6.55M | Sell |
111,982
-7,306
| -6% | -$427K | 1.7% | 3 |
|
2013
Q3 | $6.17M | Sell |
119,288
-11,379
| -9% | -$588K | 1.72% | 4 |
|
2013
Q2 | $6.9M | Buy |
+130,667
| New | +$6.9M | 1.85% | 3 |
|