Gratry & Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $397K | Sell |
3,609
-930
| -20% | -$102K | 0.55% | 46 |
|
|
2017
Q4 | $485K | Sell |
4,539
-1,266
| -22% | -$135K | 0.58% | 41 |
|
|
2017
Q3 | $554K | Sell |
5,805
-485
| -8% | -$46.3K | 0.68% | 42 |
|
|
2017
Q2 | $575K | Sell |
6,290
-155
| -2% | -$14.2K | 0.71% | 40 |
|
|
2017
Q1 | $566K | Sell |
6,445
-245
| -4% | -$21.5K | 0.69% | 39 |
|
|
2016
Q4 | $577K | Hold |
6,690
| – | – | 0.51% | 37 |
|
|
2016
Q3 | $445K | Hold |
6,690
| – | – | 0.35% | 44 |
|
|
2016
Q2 | $416K | Sell |
6,690
-340
| -5% | -$21.1K | 0.33% | 42 |
|
|
2016
Q1 | $416K | Buy |
7,030
+3,085
| +78% | +$183K | 0.3% | 46 |
|
|
2015
Q4 | $260K | Hold |
3,945
| – | – | 0.17% | 53 |
|
|
2015
Q3 | $241K | Hold |
3,945
| – | – | 0.15% | 52 |
|
|
2015
Q2 | $267K | Buy |
+3,945
| New | +$267K | 0.14% | 49 |
|
|
2015
Q1 | – | Sell |
-5,715
| Closed | -$334K | – | 69 |
|
|
2014
Q4 | $334K | Hold |
5,715
| – | – | 0.11% | 64 |
|
|
2014
Q3 | $344K | Hold |
5,715
| – | – | 0.18% | 54 |
|
|
2014
Q2 | $329K | Hold |
5,715
| – | – | 0.13% | 60 |
|
|
2014
Q1 | $347K | Hold |
5,715
| – | – | 0.12% | 60 |
|
|
2013
Q4 | $334K | Sell |
5,715
-3,410
| -37% | -$199K | 0.11% | 64 |
|
|
2013
Q3 | $472K | Buy |
+9,125
| New | +$472K | 0.17% | 58 |
|