Davis Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $29.4M | Hold |
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|
2019
Q2 | $27.9M | Hold |
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|
2019
Q1 | $25.3M | Hold |
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|
2018
Q4 | $24.4M | Hold |
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|
2018
Q3 | $28.2M | Hold |
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|
2018
Q2 | $26.1M | Hold |
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|
2018
Q1 | $27.5M | Hold |
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|
2017
Q4 | $26.7M | Hold |
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|
2017
Q3 | $23.9M | Hold |
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|
2017
Q2 | $22.9M | Hold |
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|
2017
Q1 | $22M | Hold |
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|
2016
Q4 | $21.6M | Hold |
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|
2016
Q3 | $16.6M | Hold |
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|
2016
Q2 | $15.5M | Sell |
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|
2016
Q1 | $20.7M | Hold |
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|
2015
Q4 | $23M | Hold |
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|
2015
Q3 | $21.3M | Hold |
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|
2015
Q2 | $23.6M | Hold |
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|
2015
Q1 | $21.1M | Hold |
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|
2014
Q4 | $21.8M | Sell |
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|
2014
Q3 | $37.3M | Buy |
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|
2014
Q2 | $33.3M | Buy |
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|
2014
Q1 | $33.9M | Buy |
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|
2013
Q4 | $31.2M | Buy |
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|
2013
Q3 | $26.8M | Sell |
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|
2013
Q2 | $29M | Buy |
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