iAB Financial Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $8.68M | Sell |
94,918
-2,250
| -2% | -$206K | 4.25% | 4 |
|
2017
Q1 | $8.54M | Sell |
97,168
-5,482
| -5% | -$482K | 4.38% | 4 |
|
2016
Q4 | $8.86M | Sell |
102,650
-3,301
| -3% | -$285K | 5% | 4 |
|
2016
Q3 | $7.06M | Buy |
105,951
+2,590
| +3% | +$172K | 4.17% | 4 |
|
2016
Q2 | $6.42M | Sell |
103,361
-2,380
| -2% | -$148K | 4.11% | 4 |
|
2016
Q1 | $6.26M | Buy |
105,741
+2,281
| +2% | +$135K | 4.22% | 4 |
|
2015
Q4 | $6.83M | Buy |
103,460
+1,285
| +1% | +$84.8K | 4.99% | 4 |
|
2015
Q3 | $6.23M | Buy |
102,175
+2,525
| +3% | +$154K | 4.75% | 3 |
|
2015
Q2 | $6.75M | Buy |
99,650
+1,965
| +2% | +$133K | 4.62% | 3 |
|
2015
Q1 | $5.92M | Buy |
97,685
+2,550
| +3% | +$154K | 4.05% | 4 |
|
2014
Q4 | $5.95M | Buy |
95,135
+950
| +1% | +$59.5K | 5.03% | 2 |
|
2014
Q3 | $5.67M | Hold |
94,185
| – | – | 5.08% | 2 |
|
2014
Q2 | $5.43M | Buy |
94,185
+100
| +0.1% | +$5.76K | 4.7% | 3 |
|
2014
Q1 | $5.71M | Hold |
94,085
| – | – | 5.05% | 2 |
|
2013
Q4 | $5.5M | Sell |
94,085
-315
| -0.3% | -$18.4K | 4.79% | 2 |
|
2013
Q3 | $4.88M | Sell |
94,400
-1,600
| -2% | -$82.7K | 4.7% | 2 |
|
2013
Q2 | $5.07M | Buy |
+96,000
| New | +$5.07M | 5.06% | 2 |
|