FAAS

First Allied Advisory Services’s JPMorgan Chase JPM Stock Holding History

First Allied Advisory Services’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$16.1M	Buy	167,324 +14,236	+9%	+$1.37M	0.54%	27
2020 Q2	$14.4M	Buy	153,088 +15,536	+11%	+$1.46M	0.53%	32
2020 Q1	$12.4M	Buy	137,552 +8,703	+7%	+$784K	0.53%	34
2019 Q4	$18M	Sell	128,849 -10,230	-7%	-$1.43M	0.61%	21
2019 Q3	$16.4M	Buy	139,079 +551	+0.4%	+$65K	0.58%	25
2019 Q2	$15.5M	Sell	138,528 -297	-0.2%	-$33.2K	0.54%	34
2019 Q1	$14.1M	Buy	138,825 +4,760	+4%	+$482K	0.48%	36
2018 Q4	$13.1M	Buy	134,065 +2,705	+2%	+$264K	0.52%	35
2018 Q3	$14.8M	Buy	131,360 +4,842	+4%	+$546K	0.51%	32
2018 Q2	$13.2M	Buy	126,518 +1,266	+1%	+$132K	0.5%	31
2018 Q1	$13.8M	Buy	125,252 +3,045	+2%	+$335K	0.53%	29
2017 Q4	$13.1M	Buy	122,207 +973	+0.8%	+$104K	0.52%	28
2017 Q3	$11.6M	Buy	121,234 +4,824	+4%	+$462K	0.5%	34
2017 Q2	$10.6M	Buy	116,410 +5,005	+4%	+$457K	0.47%	40
2017 Q1	$9.8M	Sell	111,405 -15,799	-12%	-$1.39M	0.51%	42
2016 Q4	$11M	Sell	127,204 -3,670	-3%	-$317K	0.55%	37
2016 Q3	$8.72M	Sell	130,874 -8,103	-6%	-$540K	0.46%	44
2016 Q2	$8.63M	Sell	138,977 -2,624	-2%	-$163K	0.48%	43
2016 Q1	$8.4M	Sell	141,601 -1,583	-1%	-$93.9K	0.47%	42
2015 Q4	$9.48M	Buy	143,184 +7,905	+6%	+$523K	0.49%	45
2015 Q3	$8.25M	Buy	135,279 +2,913	+2%	+$178K	0.45%	47
2015 Q2	$8.99M	Buy	132,366 +36,750	+38%	+$2.5M	0.4%	59
2015 Q1	$5.78M	Buy	95,616 +11,445	+14%	+$692K	0.38%	50
2014 Q4	$5.28M	Buy	84,171 +5,826	+7%	+$366K	0.38%	51
2014 Q3	$4.71M	Sell	78,345 -8,571	-10%	-$515K	0.37%	56
2014 Q2	$5.02M	Buy	86,916 +4,030	+5%	+$233K	0.37%	60
2014 Q1	$5.02M	Buy	82,886 +14,297	+21%	+$865K	0.38%	52
2013 Q4	$4.03M	Sell	68,589 -28,366	-29%	-$1.67M	0.32%	71
2013 Q3	$5.01M	Buy	96,955 +25,322	+35%	+$1.31M	0.29%	100
2013 Q2	$3.78M	Buy	+71,633	New	+$3.78M	0.3%	91