High Point Bank & Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $388K | Buy |
4,497
+500
| +13% | +$43.1K | 0.12% | 93 |
|
|
2016
Q3 | $266K | Sell |
3,997
-52
| -1% | -$3.46K | 0.07% | 117 |
|
|
2016
Q2 | $252K | Hold |
4,049
| – | – | 0.07% | 116 |
|
|
2016
Q1 | $240K | Hold |
4,049
| – | – | 0.06% | 121 |
|
|
2015
Q4 | $267K | Hold |
4,049
| – | – | 0.07% | 115 |
|
|
2015
Q3 | $247K | Buy |
4,049
+92
| +2% | +$5.61K | 0.07% | 125 |
|
|
2015
Q2 | $268K | Buy |
3,957
+300
| +8% | +$20.3K | 0.08% | 127 |
|
|
2015
Q1 | $222K | Buy |
3,657
+600
| +20% | +$36.4K | 0.06% | 137 |
|
|
2014
Q4 | $191K | Buy |
3,057
+400
| +15% | +$25K | 0.06% | 148 |
|
|
2014
Q3 | $160K | Hold |
2,657
| – | – | 0.05% | 154 |
|
|
2014
Q2 | $153K | Hold |
2,657
| – | – | 0.05% | 158 |
|
|
2014
Q1 | $161K | Hold |
2,657
| – | – | 0.05% | 154 |
|
|
2013
Q4 | $156K | Hold |
2,657
| – | – | 0.05% | 151 |
|
|
2013
Q3 | $137K | Buy |
2,657
+775
| +41% | +$40K | 0.05% | 167 |
|
|
2013
Q2 | $99K | Buy |
+1,882
| New | +$99K | 0.03% | 185 |
|