HIM
Hermes Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $20.7M | Buy |
198,519
+6,083
| +3% | +$634K | 0.27% | 113 |
|
|
2018
Q1 | $21.2M | Buy |
192,436
+3,251
| +2% | +$358K | 0.31% | 109 |
|
|
2017
Q4 | $20.2M | Sell |
189,185
-3,845
| -2% | -$411K | 0.29% | 111 |
|
|
2017
Q3 | $18.4M | Buy |
193,030
+5,050
| +3% | +$482K | 0.28% | 110 |
|
|
2017
Q2 | $17.2M | Sell |
187,980
-4,285
| -2% | -$392K | 0.28% | 112 |
|
|
2017
Q1 | $16.9M | Sell |
192,265
-22,431
| -10% | -$1.97M | 0.27% | 115 |
|
|
2016
Q4 | $18.5M | Sell |
214,696
-34,093
| -14% | -$2.94M | 0.32% | 113 |
|
|
2016
Q3 | $16.6M | Buy |
248,789
+60,051
| +32% | +$4M | 0.28% | 119 |
|
|
2016
Q2 | $11.7M | Buy |
188,738
+12,700
| +7% | +$789K | 0.24% | 120 |
|
|
2016
Q1 | $10.5M | Buy |
176,038
+7,551
| +4% | +$452K | 0.22% | 121 |
|
|
2015
Q4 | $11.1M | Buy |
168,487
+49,195
| +41% | +$3.25M | 0.25% | 117 |
|
|
2015
Q3 | $7.27M | Buy |
119,292
+15,614
| +15% | +$952K | 0.19% | 122 |
|
|
2015
Q2 | $7.03M | Hold |
103,678
| – | – | 0.16% | 125 |
|
|
2015
Q1 | $6.28M | Buy |
103,678
+13,800
| +15% | +$836K | 0.15% | 125 |
|
|
2014
Q4 | $5.63M | Buy |
89,878
+12,575
| +16% | +$787K | 0.14% | 120 |
|
|
2014
Q3 | $4.66M | Hold |
77,303
| – | – | 0.12% | 124 |
|
|
2014
Q2 | $4.45M | Sell |
77,303
-3,428
| -4% | -$198K | 0.12% | 130 |
|
|
2014
Q1 | $4.9M | Buy |
80,731
+12,301
| +18% | +$747K | 0.15% | 93 |
|
|
2013
Q4 | $4M | Sell |
68,430
-2,000
| -3% | -$117K | 0.12% | 98 |
|
|
2013
Q3 | $3.64M | Sell |
70,430
-17,300
| -20% | -$894K | 0.12% | 98 |
|
|
2013
Q2 | $4.63M | Buy |
+87,730
| New | +$4.63M | 0.18% | 97 |
|