CWH Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.52M | Sell |
43,419
-1,168
| -3% | -$131K | 2.32% | 15 |
|
|
2020
Q3 | $4.29M | Sell |
44,587
-857
| -2% | -$84.2K | 1.95% | 18 |
|
|
2020
Q2 | $4.27M | Sell |
45,444
-2,920
| -6% | -$277K | 2.08% | 18 |
|
|
2020
Q1 | $4.35M | Sell |
48,364
-3,495
| -7% | -$425K | 2.29% | 19 |
|
|
2019
Q4 | $7.23M | Sell |
51,859
-441
| -0.8% | -$56.6K | 2.89% | 12 |
|
|
2019
Q3 | $6.16M | Sell |
52,300
-92
| -0.2% | -$10.4K | 2.44% | 13 |
|
|
2019
Q2 | $5.86M | Sell |
52,392
-1,619
| -3% | -$179K | 2.38% | 15 |
|
|
2019
Q1 | $5.47M | Sell |
54,011
-2,091
| -4% | -$215K | 2.3% | 17 |
|
|
2018
Q4 | $5.48M | Buy |
56,102
+308
| +0.6% | +$32.8K | 2.68% | 16 |
|
|
2018
Q3 | $6.3M | Sell |
55,794
-1,508
| -3% | -$171K | 2.91% | 11 |
|
|
2018
Q2 | $5.97M | Sell |
57,302
-12,733
| -18% | -$1.4M | 2.7% | 11 |
|
|
2018
Q1 | $7.7M | Sell |
70,035
-725
| -1% | -$82.1K | 3.65% | 9 |
|
|
2017
Q4 | $7.57M | Sell |
70,760
-1,240
| -2% | -$126K | 3.55% | 8 |
|
|
2017
Q3 | $6.88M | Sell |
72,000
-40
| -0.1% | -$3.69K | 3.37% | 10 |
|
|
2017
Q2 | $6.58M | Buy |
72,040
+1,178
| +2% | +$102K | 3.45% | 7 |
|
|
2017
Q1 | $6.22M | Sell |
70,862
-265
| -0.4% | -$23.4K | 3.24% | 7 |
|
|
2016
Q4 | $6.14M | Sell |
71,127
-255
| -0.4% | -$19.4K | 3.73% | 7 |
|
|
2016
Q3 | $4.75M | Buy |
71,382
+65
| +0.1% | +$4.24K | 3.29% | 9 |
|
|
2016
Q2 | $4.43M | Buy |
71,317
+85
| +0.1% | +$5.31K | 3.21% | 10 |
|
|
2016
Q1 | $4.22M | Buy |
71,232
+1,698
| +2% | +$99.2K | 2.99% | 10 |
|
|
2015
Q4 | $4.59M | Buy |
69,534
+650
| +0.9% | +$42.3K | 2.96% | 11 |
|
|
2015
Q3 | $4.2M | Buy |
68,884
+32,896
| +91% | +$2.15M | 2.82% | 13 |
|
|
2015
Q2 | $2.44M | Sell |
35,988
-1,556
| -4% | -$102K | 1.44% | 26 |
|
|
2015
Q1 | $2.27M | Sell |
37,544
-158
| -0.4% | -$9.36K | 1.39% | 27 |
|
|
2014
Q4 | $2.36M | Sell |
37,702
-915
| -2% | -$55.1K | 1.54% | 27 |
|
|
2014
Q3 | $2.33M | Buy |
38,617
+712
| +2% | +$41.6K | 1.81% | 24 |
|
|
2014
Q2 | $2.18M | Sell |
37,905
-35,276
| -48% | -$1.98M | 1.82% | 23 |
|
|
2014
Q1 | $4.44M | Buy |
73,181
+247
| +0.3% | +$14.3K | 3.66% | 7 |
|
|
2013
Q4 | $4.26M | Buy |
+72,934
| New | +$4M | 3.66% | 6 |
|
Other funds holding JPM
