HL Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $288M | Buy |
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|
2018
Q4 | $245M | Buy |
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|
2018
Q3 | $279M | Buy |
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|
2018
Q2 | $256M | Buy |
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|
2018
Q1 | $259M | Buy |
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|
2017
Q4 | $252M | Sell |
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|
2017
Q3 | $230M | Sell |
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|
2017
Q2 | $221M | Buy |
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|
2017
Q1 | $208M | Sell |
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|
2016
Q4 | $207M | Buy |
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|
2016
Q3 | $152M | Sell |
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|
2016
Q2 | $143M | Buy |
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|
2016
Q1 | $133M | Buy |
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|
2015
Q4 | $143M | Buy |
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|
2015
Q3 | $123M | Buy |
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|
2015
Q2 | $134M | Buy |
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|
2015
Q1 | $120M | Buy |
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|
2014
Q4 | $122M | Buy |
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|
2014
Q3 | $117M | Sell |
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|
2014
Q2 | $113M | Buy |
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|
2014
Q1 | $111M | Sell |
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|
2013
Q4 | $108M | Buy |
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|
2013
Q3 | $93M | Buy |
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|
2013
Q2 | $93.7M | Buy |
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