Hellman Jordan Management Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.07M | Hold |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $691K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $545K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.19M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.54M | Sell |
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|
2013
Q2 | $3.23M | Buy |
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