HJA
Hugh Johnson Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $2M | Buy |
17,910
+3,215
| +22% | +$359K | 0.62% | 45 |
|
|
2019
Q1 | $1.49M | Buy |
14,695
+1,171
| +9% | +$119K | 0.46% | 51 |
|
|
2018
Q4 | $1.32M | Buy |
13,524
+554
| +4% | +$54.1K | 0.49% | 49 |
|
|
2018
Q3 | $1.46M | Buy |
12,970
+10
| +0.1% | +$1.13K | 0.4% | 58 |
|
|
2018
Q2 | $1.35M | Buy |
12,960
+1,255
| +11% | +$131K | 0.39% | 59 |
|
|
2018
Q1 | $1.29M | Buy |
11,705
+11
| +0.1% | +$1.21K | 0.38% | 61 |
|
|
2017
Q4 | $1.25M | Buy |
11,694
+41
| +0.4% | +$4.39K | 0.37% | 59 |
|
|
2017
Q3 | $1.11M | Buy |
11,653
+4,327
| +59% | +$413K | 0.33% | 59 |
|
|
2017
Q2 | $670K | Buy |
7,326
+632
| +9% | +$57.8K | 0.21% | 62 |
|
|
2017
Q1 | $588K | Sell |
6,694
-149
| -2% | -$13.1K | 0.19% | 66 |
|
|
2016
Q4 | $590K | Sell |
6,843
-1,359
| -17% | -$117K | 0.2% | 64 |
|
|
2016
Q3 | $546K | Buy |
8,202
+60
| +0.7% | +$3.99K | 0.2% | 66 |
|
|
2016
Q2 | $506K | Buy |
8,142
+382
| +5% | +$23.7K | 0.2% | 60 |
|
|
2016
Q1 | $460K | Buy |
7,760
+383
| +5% | +$22.7K | 0.18% | 63 |
|
|
2015
Q4 | $487K | Sell |
7,377
-509
| -6% | -$33.6K | 0.19% | 64 |
|
|
2015
Q3 | $481K | Buy |
7,886
+27
| +0.3% | +$1.65K | 0.19% | 63 |
|
|
2015
Q2 | $533K | Sell |
7,859
-133
| -2% | -$9.02K | 0.19% | 64 |
|
|
2015
Q1 | $484K | Buy |
7,992
+29
| +0.4% | +$1.76K | 0.16% | 66 |
|
|
2014
Q4 | $499K | Sell |
7,963
-702
| -8% | -$44K | 0.17% | 64 |
|
|
2014
Q3 | $522K | Buy |
8,665
+736
| +9% | +$44.3K | 0.19% | 61 |
|
|
2014
Q2 | $457K | Sell |
7,929
-92,064
| -92% | -$5.31M | 0.17% | 61 |
|
|
2014
Q1 | $6.07M | Buy |
99,993
+1,121
| +1% | +$68.1K | 2.29% | 13 |
|
|
2013
Q4 | $5.78M | Sell |
98,872
-482
| -0.5% | -$28.2K | 2.27% | 12 |
|
|
2013
Q3 | $5.14M | Buy |
99,354
+3,106
| +3% | +$161K | 2.18% | 13 |
|
|
2013
Q2 | $5.08M | Buy |
+96,248
| New | +$5.08M | 2.32% | 15 |
|