FAM
Foresters Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $2.21M | Hold |
19,741
| – | – | 1.13% | 20 |
|
|
2019
Q1 | $2M | Sell |
19,741
-890
| -4% | -$90K | 1.04% | 20 |
|
|
2018
Q4 | $2.04M | Sell |
20,631
-3,100
| -13% | -$307K | 1.13% | 22 |
|
|
2018
Q3 | $3.44M | Sell |
23,731
-22,500
| -49% | -$3.26M | 1.14% | 24 |
|
|
2018
Q2 | $6.35M | Sell |
46,231
-43,300
| -48% | -$5.95M | 2.23% | 10 |
|
|
2018
Q1 | $6.45M | Buy |
89,531
+6,300
| +8% | +$454K | 4.78% | 4 |
|
|
2017
Q4 | $11.2M | Sell |
83,231
-14,950
| -15% | -$2.01M | 4.47% | 4 |
|
|
2017
Q3 | $11.7M | Buy |
98,181
+12,025
| +14% | +$1.44M | 4.53% | 3 |
|
|
2017
Q2 | $10.2M | Buy |
86,156
+51,875
| +151% | +$6.16M | 4.17% | 3 |
|
|
2017
Q1 | $4.01M | Sell |
34,281
-49,430
| -59% | -$5.78M | 1.85% | 9 |
|
|
2016
Q4 | $7.22M | Sell |
83,711
-10,506
| -11% | -$907K | 4.08% | 3 |
|
|
2016
Q3 | $6.33M | Sell |
94,217
-800
| -0.8% | -$53.8K | 3.26% | 3 |
|
|
2016
Q2 | $5.9M | Buy |
+95,017
| New | +$5.9M | 3.07% | 3 |
|