HCMNY
Howard Capital Management (New York)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $26.8M | Buy |
211,011
+3,170
| +2% | +$403K | 3.01% | 10 |
|
|
2020
Q3 | $20M | Sell |
207,841
-3,300
| -2% | -$318K | 2.53% | 15 |
|
|
2020
Q2 | $19.9M | Buy |
211,141
+50,335
| +31% | +$4.73M | 2.64% | 10 |
|
|
2020
Q1 | $14.5M | Sell |
160,806
-820
| -0.5% | -$73.8K | 2.47% | 14 |
|
|
2019
Q4 | $22.5M | Buy |
161,626
+8,600
| +6% | +$1.2M | 2.82% | 8 |
|
|
2019
Q3 | $18M | Sell |
153,026
-803
| -0.5% | -$94.5K | 2.56% | 11 |
|
|
2019
Q2 | $17.2M | Sell |
153,829
-813
| -0.5% | -$90.9K | 2.35% | 12 |
|
|
2019
Q1 | $15.7M | Buy |
154,642
+3,532
| +2% | +$358K | 2.21% | 14 |
|
|
2018
Q4 | $14.8M | Buy |
151,110
+1,122
| +0.7% | +$110K | 2.44% | 13 |
|
|
2018
Q3 | $16.9M | Buy |
149,988
+3,017
| +2% | +$340K | 2.26% | 14 |
|
|
2018
Q2 | $15.3M | Buy |
146,971
+3,543
| +2% | +$369K | 2.2% | 17 |
|
|
2018
Q1 | $15.8M | Buy |
143,428
+228
| +0.2% | +$25.1K | 2.3% | 15 |
|
|
2017
Q4 | $15.3M | Sell |
143,200
-1,881
| -1% | -$201K | 2.25% | 17 |
|
|
2017
Q3 | $13.9M | Sell |
145,081
-358
| -0.2% | -$34.2K | 2.14% | 20 |
|
|
2017
Q2 | $13.3M | Sell |
145,439
-2,122
| -1% | -$194K | 2.09% | 21 |
|
|
2017
Q1 | $13M | Sell |
147,561
-1,286
| -0.9% | -$113K | 2.16% | 21 |
|
|
2016
Q4 | $12.8M | Sell |
148,847
-896
| -0.6% | -$77.3K | 2.28% | 17 |
|
|
2016
Q3 | $9.97M | Buy |
149,743
+1,305
| +0.9% | +$86.9K | 1.81% | 27 |
|
|
2016
Q2 | $9.22M | Buy |
148,438
+1,524
| +1% | +$94.7K | 1.77% | 28 |
|
|
2016
Q1 | $8.7M | Buy |
146,914
+713
| +0.5% | +$42.2K | 1.71% | 30 |
|
|
2015
Q4 | $9.65M | Sell |
146,201
-1,067
| -0.7% | -$70.5K | 1.89% | 24 |
|
|
2015
Q3 | $8.98M | Buy |
147,268
+321
| +0.2% | +$19.6K | 1.83% | 24 |
|
|
2015
Q2 | $9.96M | Sell |
146,947
-59,607
| -29% | -$4.04M | 1.9% | 19 |
|
|
2015
Q1 | $12.5M | Buy |
206,554
+2,088
| +1% | +$126K | 2.41% | 12 |
|
|
2014
Q4 | $12.8M | Buy |
204,466
+1,389
| +0.7% | +$86.9K | 2.46% | 12 |
|
|
2014
Q3 | $12.2M | Buy |
203,077
+1,203
| +0.6% | +$72.5K | 2.44% | 14 |
|
|
2014
Q2 | $11.6M | Sell |
201,874
-5,001
| -2% | -$288K | 2.29% | 14 |
|
|
2014
Q1 | $12.6M | Buy |
206,875
+9,568
| +5% | +$581K | 2.47% | 14 |
|
|
2013
Q4 | $11.5M | Buy |
197,307
+10,913
| +6% | +$638K | 2.37% | 15 |
|
|
2013
Q3 | $9.64M | Buy |
186,394
+4,896
| +3% | +$253K | 2.35% | 16 |
|
|
2013
Q2 | $9.58M | Buy |
+181,498
| New | +$9.58M | 2.51% | 13 |
|