Columbia Partners Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-36,271
| Closed | -$3.99M | – | 188 |
|
|
2018
Q1 | $3.99M | Buy |
36,271
+7,716
| +27% | +$848K | 0.51% | 51 |
|
|
2017
Q4 | $3.05M | Sell |
28,555
-1,349
| -5% | -$144K | 0.4% | 80 |
|
|
2017
Q3 | $2.86M | Buy |
29,904
+22,157
| +286% | +$2.12M | 0.38% | 93 |
|
|
2017
Q2 | $708K | Sell |
7,747
-11,185
| -59% | -$1.02M | 0.09% | 194 |
|
|
2017
Q1 | $1.66M | Sell |
18,932
-20,805
| -52% | -$1.83M | 0.21% | 133 |
|
|
2016
Q4 | $3.43M | Sell |
39,737
-9
| -0% | -$776 | 0.31% | 115 |
|
|
2016
Q3 | $2.65M | Buy |
+39,746
| New | +$2.65M | 0.21% | 156 |
|
|
2014
Q4 | – | Sell |
-22,653
| Closed | -$1.36M | – | 343 |
|
|
2014
Q3 | $1.36M | Buy |
+22,653
| New | +$1.36M | 0.07% | 219 |
|
|
2013
Q4 | – | Sell |
-21,461
| Closed | -$1.11M | – | 329 |
|
|
2013
Q3 | $1.11M | Buy |
21,461
+1,321
| +7% | +$68.3K | 0.05% | 240 |
|
|
2013
Q2 | $1.06M | Buy |
+20,140
| New | +$1.06M | 0.05% | 245 |
|