DG
Davidson & Garrard’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $9.1M | Sell |
95,264
-4,506
| -5% | -$430K | 2.14% | 6 |
|
|
2017
Q2 | $9.12M | Sell |
99,770
-31
| -0% | -$2.83K | 2.17% | 5 |
|
|
2017
Q1 | $8.77M | Buy |
99,801
+721
| +0.7% | +$63.3K | 2.09% | 7 |
|
|
2016
Q4 | $8.55M | Sell |
99,080
-3,031
| -3% | -$262K | 2.13% | 6 |
|
|
2016
Q3 | $6.8M | Sell |
102,111
-2,786
| -3% | -$186K | 1.69% | 13 |
|
|
2016
Q2 | $6.52M | Buy |
104,897
+1,804
| +2% | +$112K | 1.61% | 12 |
|
|
2016
Q1 | $6.11M | Buy |
103,093
+681
| +0.7% | +$40.3K | 1.56% | 14 |
|
|
2015
Q4 | $6.76M | Buy |
102,412
+3,474
| +4% | +$229K | 1.68% | 11 |
|
|
2015
Q3 | $6.03M | Buy |
98,938
+727
| +0.7% | +$44.3K | 1.56% | 12 |
|
|
2015
Q2 | $6.66M | Buy |
98,211
+351
| +0.4% | +$23.8K | 1.54% | 15 |
|
|
2015
Q1 | $5.93M | Buy |
97,860
+1,906
| +2% | +$115K | 1.35% | 17 |
|
|
2014
Q4 | $6.01M | Buy |
95,954
+3,698
| +4% | +$231K | 1.39% | 18 |
|
|
2014
Q3 | $5.56M | Buy |
92,256
+4
| +0% | +$241 | 1.35% | 19 |
|
|
2014
Q2 | $5.32M | Buy |
92,252
+730
| +0.8% | +$42.1K | 1.28% | 24 |
|
|
2014
Q1 | $5.56M | Buy |
91,522
+926
| +1% | +$56.2K | 1.38% | 17 |
|
|
2013
Q4 | $5.3M | Buy |
90,596
+668
| +0.7% | +$39.1K | 1.34% | 18 |
|
|
2013
Q3 | $4.65M | Sell |
89,928
-1,955
| -2% | -$101K | 1.31% | 22 |
|
|
2013
Q2 | $4.85M | Buy |
+91,883
| New | +$4.85M | 1.44% | 18 |
|