Groesbeck Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,110
| Closed | -$203K | – | 88 |
|
|
2020
Q3 | $203K | Sell |
2,110
-4,395
| -68% | -$423K | 0.38% | 81 |
|
|
2020
Q2 | $612K | Sell |
6,505
-118
| -2% | -$11.1K | 1.21% | 30 |
|
|
2020
Q1 | $596K | Sell |
6,623
-97
| -1% | -$8.73K | 1.6% | 17 |
|
|
2019
Q4 | $937K | Sell |
6,720
-172
| -2% | -$24K | 0.69% | 45 |
|
|
2019
Q3 | $811K | Buy |
6,892
+848
| +14% | +$99.8K | 0.61% | 52 |
|
|
2019
Q2 | $676K | Sell |
6,044
-1,074
| -15% | -$120K | 0.55% | 56 |
|
|
2019
Q1 | $721K | Buy |
7,118
+659
| +10% | +$66.8K | 0.55% | 53 |
|
|
2018
Q4 | $631K | Sell |
6,459
-829
| -11% | -$81K | 0.54% | 48 |
|
|
2018
Q3 | $822K | Sell |
7,288
-636
| -8% | -$71.7K | 0.56% | 44 |
|
|
2018
Q2 | $826K | Sell |
7,924
-207
| -3% | -$21.6K | 0.58% | 43 |
|
|
2018
Q1 | $894K | Hold |
8,131
| – | – | 0.65% | 41 |
|
|
2017
Q4 | $870K | Sell |
8,131
-211
| -3% | -$22.6K | 0.61% | 43 |
|
|
2017
Q3 | $797K | Sell |
8,342
-343
| -4% | -$32.8K | 0.57% | 44 |
|
|
2017
Q2 | $794K | Sell |
8,685
-914
| -10% | -$83.6K | 0.59% | 44 |
|
|
2017
Q1 | $843K | Sell |
9,599
-198
| -2% | -$17.4K | 0.63% | 44 |
|
|
2016
Q4 | $845K | Sell |
9,797
-426
| -4% | -$36.7K | 0.66% | 44 |
|
|
2016
Q3 | $681K | Sell |
10,223
-11,850
| -54% | -$789K | 0.51% | 49 |
|
|
2016
Q2 | $1.37M | Sell |
22,073
-176
| -0.8% | -$10.9K | 1% | 39 |
|
|
2016
Q1 | $1.32M | Sell |
22,249
-742
| -3% | -$44K | 0.94% | 39 |
|
|
2015
Q4 | $1.52M | Sell |
22,991
-1,209
| -5% | -$79.8K | 0.97% | 39 |
|
|
2015
Q3 | $1.48M | Sell |
24,200
-1,897
| -7% | -$116K | 0.93% | 39 |
|
|
2015
Q2 | $1.77M | Buy |
+26,097
| New | +$1.77M | 0.85% | 47 |
|