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 |
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|
2019
Q2 | $4.32M | Sell |
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|
2019
Q1 | $4.14M | Sell |
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|
2018
Q4 | $4.09M | Buy |
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|
2018
Q3 | $4.54M | Buy |
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|
2018
Q2 | $4.14M | Buy |
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|
2018
Q1 | $4.33M | Sell |
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|
2017
Q4 | $4.41M | Buy |
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|
2017
Q3 | $3.8M | Sell |
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|
2017
Q2 | $3.86M | Sell |
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|
2017
Q1 | $3.75M | Sell |
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|
2016
Q4 | $3.72M | Sell |
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|
2016
Q3 | $2.9M | Sell |
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|
2016
Q2 | $2.96M | Sell |
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|
2016
Q1 | $2.82M | Buy |
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|
2015
Q4 | $3.1M | Buy |
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|
2015
Q3 | $2.83M | Hold |
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|
2015
Q2 | $3.15M | Sell |
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|
2015
Q1 | $2.88M | Hold |
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|
2014
Q4 | $2.98M | Buy |
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|
2014
Q3 | $2.83M | Sell |
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|
2014
Q2 | $2.73M | Sell |
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|
2014
Q1 | $2.92M | Hold |
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|
2013
Q4 | $2.81M | Sell |
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|
2013
Q3 | $2.52M | Hold |
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|
2013
Q2 | $2.58M | Buy |
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