FIM
Foresters Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $80.8M | Sell |
686,588
-107,906
| -14% | -$12.7M | 1.6% | 1 |
|
|
2019
Q2 | $88.8M | Sell |
794,494
-14,954
| -2% | -$1.67M | 1.59% | 1 |
|
|
2019
Q1 | $81.9M | Sell |
809,448
-24,700
| -3% | -$2.5M | 1.43% | 1 |
|
|
2018
Q4 | $81.4M | Sell |
834,148
-87,250
| -9% | -$8.52M | 1.54% | 3 |
|
|
2018
Q3 | $104M | Buy |
921,398
+69,490
| +8% | +$7.84M | 1.64% | 1 |
|
|
2018
Q2 | $88.8M | Buy |
851,908
+14,900
| +2% | +$1.55M | 1.51% | 2 |
|
|
2018
Q1 | $92M | Buy |
837,008
+6,000
| +0.7% | +$660K | 1.54% | 3 |
|
|
2017
Q4 | $88.9M | Sell |
831,008
-16,900
| -2% | -$1.81M | 1.39% | 3 |
|
|
2017
Q3 | $81M | Buy |
847,908
+500
| +0.1% | +$47.8K | 1.32% | 4 |
|
|
2017
Q2 | $77.5M | Buy |
847,408
+56,200
| +7% | +$5.14M | 1.3% | 5 |
|
|
2017
Q1 | $69.5M | Buy |
791,208
+200
| +0% | +$17.6K | 1.22% | 5 |
|
|
2016
Q4 | $68.9M | Sell |
791,008
-17,500
| -2% | -$1.52M | 1.23% | 5 |
|
|
2016
Q3 | $53.8M | Buy |
808,508
+12,550
| +2% | +$836K | 1% | 18 |
|
|
2016
Q2 | $49.5M | Buy |
795,958
+21,760
| +3% | +$1.35M | 0.95% | 19 |
|
|
2016
Q1 | $45.8M | Hold |
774,198
| – | – | 0.93% | 25 |
|
|
2015
Q4 | $51.1M | Hold |
774,198
| – | – | 1.04% | 15 |
|
|
2015
Q3 | $47.2M | Buy |
774,198
+14,300
| +2% | +$872K | 1.01% | 15 |
|
|
2015
Q2 | $51.5M | Buy |
759,898
+24,400
| +3% | +$1.65M | 0.97% | 14 |
|
|
2015
Q1 | $44.6M | Sell |
735,498
-37,220
| -5% | -$2.25M | 0.86% | 23 |
|
|
2014
Q4 | $48.4M | Sell |
772,718
-700
| -0.1% | -$43.8K | 0.97% | 14 |
|
|
2014
Q3 | $46.6M | Hold |
773,418
| – | – | 0.99% | 10 |
|
|
2014
Q2 | $44.6M | Sell |
773,418
-10,300
| -1% | -$593K | 0.92% | 14 |
|
|
2014
Q1 | $47.6M | Sell |
783,718
-8,300
| -1% | -$504K | 1.03% | 9 |
|
|
2013
Q4 | $46.3M | Buy |
792,018
+13,500
| +2% | +$789K | 1% | 15 |
|
|
2013
Q3 | $40.2M | Buy |
778,518
+9,100
| +1% | +$470K | 0.98% | 15 |
|
|
2013
Q2 | $40.6M | Buy |
+769,418
| New | +$40.6M | 1.22% | 12 |
|