Highlander Capital Management’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,063
| Closed | -$77K | – | 756 |
|
|
2018
Q3 | $77K | Hold |
1,063
| – | – | 0.04% | 291 |
|
|
2018
Q2 | $67K | Hold |
1,063
| – | – | 0.04% | 315 |
|
|
2018
Q1 | $71K | Hold |
1,063
| – | – | 0.04% | 308 |
|
|
2017
Q4 | $71K | Hold |
1,063
| – | – | 0.05% | 302 |
|
|
2017
Q3 | $57K | Hold |
1,063
| – | – | 0.04% | 326 |
|
|
2017
Q2 | $55K | Hold |
1,063
| – | – | 0.04% | 322 |
|
|
2017
Q1 | $49K | Hold |
1,063
| – | – | 0.04% | 349 |
|
|
2016
Q4 | $47K | Hold |
1,063
| – | – | 0.04% | 353 |
|
|
2016
Q3 | $26K | Sell |
1,063
-1,000
| -48% | -$24.5K | 0.02% | 472 |
|
|
2016
Q2 | $42K | Sell |
2,063
-437
| -17% | -$8.9K | 0.04% | 385 |
|
|
2016
Q1 | $44K | Sell |
2,500
-500
| -17% | -$8.8K | 0.04% | 381 |
|
|
2015
Q4 | $71K | Hold |
3,000
| – | – | 0.07% | 293 |
|
|
2015
Q3 | $59K | Hold |
3,000
| – | – | 0.06% | 330 |
|
|
2015
Q2 | $74K | Hold |
3,000
| – | – | 0.07% | 301 |
|
|
2015
Q1 | $66K | Hold |
3,000
| – | – | 0.06% | 328 |
|
|
2014
Q4 | $62K | Hold |
3,000
| – | – | 0.05% | 338 |
|
|
2014
Q3 | $60.3K | Hold |
3,000
| – | – | 0.06% | 309 |
|
|
2014
Q2 | $58K | Hold |
3,000
| – | – | 0.05% | 312 |
|
|
2014
Q1 | $60.6K | Hold |
3,000
| – | – | 0.06% | 294 |
|
|
2013
Q4 | $58.2K | Hold |
3,000
| – | – | 0.06% | 304 |
|
|
2013
Q3 | $50.3K | Hold |
3,000
| – | – | 0.05% | 340 |
|
|
2013
Q2 | $46.8K | Buy |
+3,000
| New | +$46.8K | 0.05% | 346 |
|