Hillman Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-38,100
| Closed | -$4.84M | – | 46 |
|
|
2020
Q4 | $4.84M | Buy |
38,100
+6,600
| +21% | +$839K | 2.61% | 22 |
|
|
2020
Q3 | $3.03M | Hold |
31,500
| – | – | 2.13% | 32 |
|
|
2020
Q2 | $2.96M | Buy |
+31,500
| New | +$2.96M | 2.16% | 29 |
|
|
2020
Q1 | – | Sell |
-600
| Closed | -$84K | – | 49 |
|
|
2019
Q4 | $84K | Buy |
+600
| New | +$84K | 0.06% | 50 |
|
|
2013
Q4 | $1.95M | Sell |
33,301
-15,031
| -31% | -$879K | 2.91% | 19 |
|
|
2013
Q3 | $2.55M | Sell |
48,332
-463
| -0.9% | -$24.4K | 3.9% | 8 |
|
|
2013
Q2 | $2.66M | Buy |
+48,795
| New | +$2.66M | 3.7% | 6 |
|