Denver Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $6.98M | Sell |
63,428
-1,056
| -2% | -$116K | 0.37% | 102 |
|
|
2017
Q4 | $6.9M | Sell |
64,484
-2,209
| -3% | -$236K | 0.34% | 108 |
|
|
2017
Q3 | $6.37M | Sell |
66,693
-1,768
| -3% | -$169K | 0.31% | 111 |
|
|
2017
Q2 | $6.26M | Sell |
68,461
-903
| -1% | -$82.5K | 0.28% | 115 |
|
|
2017
Q1 | $6.09M | Sell |
69,364
-24,257
| -26% | -$2.13M | 0.27% | 117 |
|
|
2016
Q4 | $8.08M | Sell |
93,621
-14,728
| -14% | -$1.27M | 0.34% | 108 |
|
|
2016
Q3 | $7.22M | Sell |
108,349
-4,306
| -4% | -$287K | 0.32% | 111 |
|
|
2016
Q2 | $7M | Sell |
112,655
-6,901
| -6% | -$429K | 0.32% | 115 |
|
|
2016
Q1 | $7.08M | Sell |
119,556
-2,291
| -2% | -$136K | 0.31% | 116 |
|
|
2015
Q4 | $8.05M | Buy |
121,847
+11,183
| +10% | +$738K | 0.36% | 106 |
|
|
2015
Q3 | $6.75M | Sell |
110,664
-1,305
| -1% | -$79.6K | 0.29% | 113 |
|
|
2015
Q2 | $7.59M | Sell |
111,969
-545
| -0.5% | -$36.9K | 0.28% | 108 |
|
|
2015
Q1 | $6.82M | Buy |
112,514
+12,991
| +13% | +$787K | 0.22% | 122 |
|
|
2014
Q4 | $6.23M | Sell |
99,523
-6,385
| -6% | -$400K | 0.2% | 133 |
|
|
2014
Q3 | $6.38M | Sell |
105,908
-3,307
| -3% | -$199K | 0.21% | 132 |
|
|
2014
Q2 | $6.29M | Sell |
109,215
-1,992
| -2% | -$115K | 0.19% | 134 |
|
|
2014
Q1 | $6.75M | Sell |
111,207
-33,922
| -23% | -$2.06M | 0.2% | 149 |
|
|
2013
Q4 | $8.49K | Buy |
145,129
+841
| +0.6% | +$49 | 0.24% | 140 |
|
|
2013
Q3 | $7.46M | Sell |
144,288
-61,379
| -30% | -$3.17M | 0.16% | 182 |
|
|
2013
Q2 | $10.9M | Buy |
+205,667
| New | +$10.9M | 0.25% | 127 |
|