CrestPoint Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $813K | Sell |
7,600
-10,100
| -57% | -$1.08M | 0.45% | 81 |
|
|
2017
Q3 | $1.69M | Hold |
17,700
| – | – | 0.75% | 33 |
|
|
2017
Q2 | $1.62M | Sell |
17,700
-100
| -0.6% | -$9.14K | 0.76% | 38 |
|
|
2017
Q1 | $1.56M | Buy |
17,800
+1,100
| +7% | +$96.7K | 0.75% | 37 |
|
|
2016
Q4 | $1.44M | Sell |
16,700
-100
| -0.6% | -$8.63K | 0.72% | 35 |
|
|
2016
Q3 | $1.12M | Sell |
16,800
-3,100
| -16% | -$206K | 0.57% | 54 |
|
|
2016
Q2 | $1.24M | Buy |
19,900
+100
| +0.5% | +$6.22K | 0.66% | 47 |
|
|
2016
Q1 | $1.17M | Buy |
19,800
+5,100
| +35% | +$302K | 0.64% | 47 |
|
|
2015
Q4 | $971K | Buy |
14,700
+200
| +1% | +$13.2K | 0.55% | 64 |
|
|
2015
Q3 | $884K | Sell |
14,500
-200
| -1% | -$12.2K | 0.51% | 73 |
|
|
2015
Q2 | $996K | Buy |
14,700
+200
| +1% | +$13.6K | 0.53% | 61 |
|
|
2015
Q1 | $878K | Sell |
14,500
-2,400
| -14% | -$145K | 0.46% | 80 |
|
|
2014
Q4 | $1.06M | Hold |
16,900
| – | – | 0.57% | 65 |
|
|
2014
Q3 | $1.02M | Hold |
16,900
| – | – | 0.61% | 63 |
|
|
2014
Q2 | $974K | Sell |
16,900
-4,500
| -21% | -$259K | 0.57% | 67 |
|
|
2014
Q1 | $1.3M | Sell |
21,400
-5,800
| -21% | -$352K | 0.81% | 31 |
|
|
2013
Q4 | $1.59M | Buy |
+27,200
| New | +$1.59M | 1.05% | 20 |
|