Hellman Jordan Management Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,052
| Closed | -$1.4M | – | 46 |
|
|
2019
Q4 | $1.4M | Buy |
10,052
+996
| +11% | +$139K | 1.57% | 19 |
|
|
2019
Q3 | $1.07M | Hold |
9,056
| – | – | 0.85% | 23 |
|
|
2019
Q2 | $1.01M | Sell |
9,056
-2,800
| -24% | -$313K | 1.38% | 23 |
|
|
2019
Q1 | $1.2M | Sell |
11,856
-398
| -3% | -$40.3K | 0.84% | 23 |
|
|
2018
Q4 | $1.2M | Buy |
12,254
+6,128
| +100% | +$598K | 1.34% | 18 |
|
|
2018
Q3 | $691K | Buy |
+6,126
| New | +$691K | 0.5% | 30 |
|
|
2017
Q3 | – | Sell |
-5,970
| Closed | -$545K | – | 51 |
|
|
2017
Q2 | $545K | Buy |
+5,970
| New | +$545K | 1.17% | 36 |
|
|
2016
Q3 | – | Sell |
-19,153
| Closed | -$1.19M | – | 49 |
|
|
2016
Q2 | $1.19M | Buy |
+19,153
| New | +$1.19M | 2.4% | 12 |
|
|
2013
Q4 | – | Sell |
-49,060
| Closed | -$2.54M | – | 44 |
|
|
2013
Q3 | $2.54M | Sell |
49,060
-12,090
| -20% | -$625K | 1.36% | 22 |
|
|
2013
Q2 | $3.23M | Buy |
+61,150
| New | +$3.23M | 2.08% | 7 |
|