Dalton, Greiner, Hartman, Maher & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.9M | Sell |
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|
2020
Q1 | $3.49M | Sell |
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|
2019
Q4 | $13.3M | Sell |
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|
2019
Q3 | $12.3M | Buy |
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|
2019
Q2 | $1.86M | Sell |
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|
2019
Q1 | $1.78M | Sell |
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|
2018
Q4 | $2.51M | Sell |
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|
2018
Q3 | $17.1M | Sell |
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|
2018
Q2 | $17M | Buy |
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|
2018
Q1 | $4.41M | Sell |
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|
2017
Q4 | $18.9M | Sell |
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|
2017
Q3 | $19M | Sell |
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|
2017
Q2 | $18.5M | Sell |
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|
2017
Q1 | $18.2M | Sell |
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|
2016
Q4 | $20.8M | Sell |
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|
2016
Q3 | $16.5M | Sell |
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|
2016
Q2 | $19.1M | Sell |
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|
2016
Q1 | $19.7M | Sell |
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|
2015
Q4 | $32.6M | Sell |
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|
2015
Q3 | $33.6M | Sell |
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|
2015
Q2 | $39.6M | Sell |
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|
2015
Q1 | $37.4M | Buy |
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|
2014
Q4 | $32.6M | Sell |
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|
2014
Q3 | $33.8M | Buy |
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|
2014
Q2 | $32.3M | Buy |
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|
2014
Q1 | $32.4M | Sell |
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|
2013
Q4 | $32.2M | Buy |
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|
2013
Q3 | $24.3M | Sell |
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|
2013
Q2 | $25.5M | Buy |
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