Horizon Kinetics’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.04M | Buy |
10,622
+914
| +9% | +$89.2K | 0.03% | 155 |
|
|
2018
Q3 | $1.1M | Sell |
9,708
-365
| -4% | -$41.2K | 0.03% | 167 |
|
|
2018
Q2 | $1.05M | Buy |
10,073
+104
| +1% | +$10.8K | 0.03% | 166 |
|
|
2018
Q1 | $1.1M | Buy |
9,969
+1,059
| +12% | +$116K | 0.03% | 164 |
|
|
2017
Q4 | $953K | Hold |
8,910
| – | – | 0.03% | 190 |
|
|
2017
Q3 | $851K | Buy |
8,910
+750
| +9% | +$71.6K | 0.03% | 207 |
|
|
2017
Q2 | $746K | Buy |
8,160
+222
| +3% | +$20.3K | 0.02% | 230 |
|
|
2017
Q1 | $697K | Hold |
7,938
| – | – | 0.02% | 238 |
|
|
2016
Q4 | $685K | Buy |
7,938
+2,213
| +39% | +$191K | 0.02% | 237 |
|
|
2016
Q3 | $381K | Buy |
5,725
+208
| +4% | +$13.8K | 0.01% | 429 |
|
|
2016
Q2 | $343K | Buy |
5,517
+492
| +10% | +$30.6K | 0.01% | 445 |
|
|
2016
Q1 | $298K | Buy |
+5,025
| New | +$298K | 0.01% | 454 |
|