Fiduciary Trust International’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.21M | Sell |
12,842
-17,028
| -57% | -$1.6M | 0.2% | 65 |
|
|
2020
Q1 | $2.69M | Buy |
29,870
+15,615
| +110% | +$1.41M | 0.5% | 47 |
|
|
2019
Q4 | $1.99M | Buy |
14,255
+3,264
| +30% | +$455K | 0.32% | 56 |
|
|
2019
Q3 | $1.29M | Sell |
10,991
-1,843
| -14% | -$217K | 0.27% | 68 |
|
|
2019
Q2 | $1.44M | Buy |
12,834
+10,604
| +476% | +$1.19M | 0.32% | 61 |
|
|
2019
Q1 | $245K | Sell |
2,230
-754
| -25% | -$82.8K | 0.06% | 87 |
|
|
2018
Q4 | $291K | Buy |
2,984
+380
| +15% | +$37.1K | 0.09% | 84 |
|
|
2018
Q3 | $294K | Buy |
2,604
+374
| +17% | +$42.2K | 0.08% | 87 |
|
|
2018
Q2 | $232K | Hold |
2,230
| – | – | 0.07% | 91 |
|
|
2018
Q1 | $245K | Sell |
2,230
-191
| -8% | -$21K | 0.06% | 91 |
|
|
2017
Q4 | $259K | Buy |
+2,421
| New | +$259K | 0.06% | 87 |
|
|
2017
Q3 | – | Sell |
-2,549
| Closed | -$233K | – | 111 |
|
|
2017
Q2 | $233K | Buy |
2,549
+190
| +8% | +$17.4K | 0.06% | 82 |
|
|
2017
Q1 | $207K | Buy |
+2,359
| New | +$207K | 0.07% | 83 |
|
|
2014
Q2 | – | Sell |
-5,106
| Closed | -$310K | – | 135 |
|
|
2014
Q1 | $310K | Buy |
+5,106
| New | +$310K | 0.09% | 110 |
|