GLRA
Gerald L. Ray & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $19.7M | Sell |
205,981
-880
| -0.4% | -$84K | 2.45% | 6 |
|
|
2017
Q2 | $18.9M | Buy |
206,861
+1,060
| +0.5% | +$96.9K | 2.44% | 6 |
|
|
2017
Q1 | $18.1M | Sell |
205,801
-1,672
| -0.8% | -$147K | 2.47% | 6 |
|
|
2016
Q4 | $17.9M | Sell |
207,473
-1,786
| -0.9% | -$154K | 2.6% | 6 |
|
|
2016
Q3 | $13.9M | Buy |
209,259
+290
| +0.1% | +$19.3K | 2.09% | 6 |
|
|
2016
Q2 | $13M | Sell |
208,969
-498
| -0.2% | -$30.9K | 2.08% | 6 |
|
|
2016
Q1 | $12.4M | Buy |
209,467
+99
| +0% | +$5.86K | 2.01% | 7 |
|
|
2015
Q4 | $13.8M | Buy |
209,368
+1,915
| +0.9% | +$126K | 2.18% | 6 |
|
|
2015
Q3 | $12.6M | Buy |
207,453
+75
| +0% | +$4.57K | 2.11% | 6 |
|
|
2015
Q2 | $14.1M | Buy |
207,378
+1,033
| +0.5% | +$70K | 2.14% | 6 |
|
|
2015
Q1 | $12.5M | Buy |
206,345
+40
| +0% | +$2.42K | 1.88% | 6 |
|
|
2014
Q4 | $12.9M | Sell |
206,305
-2,004
| -1% | -$125K | 1.99% | 6 |
|
|
2014
Q3 | $12.5M | Sell |
208,309
-1,712
| -0.8% | -$103K | 2.04% | 6 |
|
|
2014
Q2 | $12.1M | Buy |
210,021
+2,104
| +1% | +$121K | 2.06% | 6 |
|
|
2014
Q1 | $12.6M | Sell |
207,917
-1,181
| -0.6% | -$71.7K | 2.29% | 6 |
|
|
2013
Q4 | $12.2M | Buy |
209,098
+406
| +0.2% | +$23.7K | 2.3% | 6 |
|
|
2013
Q3 | $10.8M | Sell |
208,692
-1,296
| -0.6% | -$67K | 2.23% | 6 |
|
|
2013
Q2 | $11.1M | Buy |
+209,988
| New | +$11.1M | 2.48% | 5 |
|