Hutchens Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.06M | Sell |
28,632
-1,525
| -5% | -$163K | 2.89% | 3 |
|
|
2017
Q3 | $2.88M | Sell |
30,157
-1,490
| -5% | -$142K | 2.61% | 4 |
|
|
2017
Q2 | $2.89M | Hold |
31,647
| – | – | 2.5% | 5 |
|
|
2017
Q1 | $2.78M | Sell |
31,647
-1,090
| -3% | -$95.7K | 2.48% | 6 |
|
|
2016
Q4 | $2.82M | Sell |
32,737
-6,718
| -17% | -$580K | 2.94% | 4 |
|
|
2016
Q3 | $2.63M | Buy |
39,455
+5,300
| +16% | +$353K | 2.47% | 10 |
|
|
2016
Q2 | $2.12M | Buy |
34,155
+12,152
| +55% | +$755K | 2.04% | 21 |
|
|
2016
Q1 | $1.3M | Sell |
22,003
-4,997
| -19% | -$296K | 1.31% | 41 |
|
|
2015
Q4 | $1.78M | Buy |
+27,000
| New | +$1.78M | 1.75% | 32 |
|