Halsey Associates’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$4.85M Buy
2019
Q2
$4.32M Sell
2019
Q1
$4.14M Sell
2018
Q4
$4.09M Buy
2018
Q3
$4.54M Buy
2018
Q2
$4.14M Buy
2018
Q1
$4.33M Sell
2017
Q4
$4.41M Buy
2017
Q3
$3.8M Sell
2017
Q2
$3.86M Sell
2017
Q1
$3.75M Sell
2016
Q4
$3.72M Sell
2016
Q3
$2.9M Sell
2016
Q2
$2.96M Sell
2016
Q1
$2.82M Buy
2015
Q4
$3.1M Buy
2015
Q3
$2.83M Hold
2015
Q2
$3.15M Sell
2015
Q1
$2.88M Hold
2014
Q4
$2.98M Buy
2014
Q3
$2.83M Sell
2014
Q2
$2.73M Sell
2014
Q1
$2.92M Hold
2013
Q4
$2.81M Sell
2013
Q3
$2.52M Hold
2013
Q2
$2.58M Buy