ECM
ETrade Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.38M | Buy |
55,917
+7,329
| +15% | +$706K | 0.1% | 101 |
|
|
2020
Q2 | $4.57M | Sell |
48,588
-6,948
| -13% | -$654K | 0.1% | 110 |
|
|
2020
Q1 | $5M | Sell |
55,536
-555
| -1% | -$50K | 0.13% | 87 |
|
|
2019
Q4 | $7.82M | Buy |
56,091
+2,099
| +4% | +$293K | 0.18% | 64 |
|
|
2019
Q3 | $6.36M | Sell |
53,992
-24,160
| -31% | -$2.84M | 0.16% | 76 |
|
|
2019
Q2 | $8.74M | Buy |
78,152
+1,843
| +2% | +$206K | 0.24% | 41 |
|
|
2019
Q1 | $7.73M | Sell |
76,309
-21,381
| -22% | -$2.16M | 0.22% | 43 |
|
|
2018
Q4 | $9.54M | Sell |
97,690
-7,823
| -7% | -$764K | 0.31% | 32 |
|
|
2018
Q3 | $11.9M | Buy |
105,513
+6,615
| +7% | +$746K | 0.34% | 29 |
|
|
2018
Q2 | $10.3M | Buy |
98,898
+3,345
| +4% | +$349K | 0.32% | 31 |
|
|
2018
Q1 | $10.5M | Sell |
95,553
-14,173
| -13% | -$1.56M | 0.34% | 30 |
|
|
2017
Q4 | $11.7M | Buy |
109,726
+21,574
| +24% | +$2.31M | 0.38% | 25 |
|
|
2017
Q3 | $8.42M | Buy |
88,152
+3,513
| +4% | +$336K | 0.3% | 27 |
|
|
2017
Q2 | $7.74M | Buy |
84,639
+6,079
| +8% | +$556K | 0.3% | 26 |
|
|
2017
Q1 | $6.9M | Buy |
78,560
+12,673
| +19% | +$1.11M | 0.28% | 29 |
|
|
2016
Q4 | $5.69M | Buy |
65,887
+8,436
| +15% | +$728K | 0.26% | 35 |
|
|
2016
Q3 | $3.83M | Buy |
57,451
+1,216
| +2% | +$81K | 0.19% | 64 |
|
|
2016
Q2 | $3.49M | Sell |
56,235
-1,882
| -3% | -$117K | 0.19% | 60 |
|
|
2016
Q1 | $3.44M | Buy |
58,117
+6,390
| +12% | +$378K | 0.2% | 53 |
|
|
2015
Q4 | $3.42M | Buy |
51,727
+1,074
| +2% | +$70.9K | 0.2% | 51 |
|
|
2015
Q3 | $3.09M | Buy |
50,653
+178
| +0.4% | +$10.9K | 0.19% | 55 |
|
|
2015
Q2 | $3.42M | Sell |
50,475
-1,862
| -4% | -$126K | 0.2% | 49 |
|
|
2015
Q1 | $3.17M | Buy |
52,337
+1,068
| +2% | +$64.7K | 0.19% | 51 |
|
|
2014
Q4 | $3.21M | Sell |
51,269
-11,432
| -18% | -$716K | 0.2% | 50 |
|
|
2014
Q3 | $3.78M | Sell |
62,701
-4,137
| -6% | -$249K | 0.25% | 39 |
|
|
2014
Q2 | $3.85M | Buy |
66,838
+901
| +1% | +$51.9K | 0.26% | 37 |
|
|
2014
Q1 | $4M | Buy |
65,937
+2,452
| +4% | +$149K | 0.29% | 32 |
|
|
2013
Q4 | $3.71M | Buy |
63,485
+10,501
| +20% | +$614K | 0.29% | 34 |
|
|
2013
Q3 | $2.74M | Buy |
52,984
+9,996
| +23% | +$517K | 0.25% | 36 |
|
|
2013
Q2 | $2.27M | Buy |
+42,988
| New | +$2.27M | 0.24% | 33 |
|