IAT Reinsurance’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-5,655
| Closed | -$666K | – | 94 |
|
2019
Q3 | $666K | Hold |
5,655
| – | – | 0.11% | 83 |
|
2019
Q2 | $632K | Hold |
5,655
| – | – | 0.1% | 87 |
|
2019
Q1 | $572K | Hold |
5,655
| – | – | 0.1% | 93 |
|
2018
Q4 | $552K | Hold |
5,655
| – | – | 0.1% | 96 |
|
2018
Q3 | $638K | Hold |
5,655
| – | – | 0.09% | 93 |
|
2018
Q2 | $589K | Sell |
5,655
-8,500
| -60% | -$885K | 0.09% | 85 |
|
2018
Q1 | $1.56M | Hold |
14,155
| – | – | 0.24% | 50 |
|
2017
Q4 | $1.51M | Hold |
14,155
| – | – | 0.21% | 53 |
|
2017
Q3 | $1.35M | Hold |
14,155
| – | – | 0.21% | 54 |
|
2017
Q2 | $1.29M | Hold |
14,155
| – | – | 0.22% | 52 |
|
2017
Q1 | $1.24M | Hold |
14,155
| – | – | 0.22% | 48 |
|
2016
Q4 | $1.22M | Hold |
14,155
| – | – | 0.21% | 57 |
|
2016
Q3 | $943K | Buy |
14,155
+8,500
| +150% | +$566K | 0.18% | 57 |
|
2016
Q2 | $351K | Hold |
5,655
| – | – | 0.24% | 73 |
|
2016
Q1 | $335K | Hold |
5,655
| – | – | 0.22% | 79 |
|
2015
Q4 | $373K | Sell |
5,655
-8,500
| -60% | -$561K | 0.25% | 77 |
|
2015
Q3 | $863K | Hold |
14,155
| – | – | 0.17% | 61 |
|
2015
Q2 | $959K | Hold |
14,155
| – | – | 0.15% | 64 |
|
2015
Q1 | $858K | Hold |
14,155
| – | – | 0.13% | 71 |
|
2014
Q4 | $886K | Buy |
+14,155
| New | +$886K | 0.12% | 72 |
|