IberiaBank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13.1M | Sell |
139,523
-6,854
| -5% | -$645K | 1.55% | 11 |
|
|
2020
Q1 | $13.2M | Buy |
146,377
+7,755
| +6% | +$698K | 1.74% | 10 |
|
|
2019
Q4 | $19.3M | Buy |
138,622
+5,725
| +4% | +$798K | 2.03% | 8 |
|
|
2019
Q3 | $15.6M | Sell |
132,897
-771
| -0.6% | -$90.7K | 1.8% | 11 |
|
|
2019
Q2 | $14.9M | Buy |
133,668
+16,817
| +14% | +$1.88M | 1.65% | 13 |
|
|
2019
Q1 | $11.8M | Sell |
116,851
-4,782
| -4% | -$484K | 1.37% | 20 |
|
|
2018
Q4 | $11.9M | Buy |
121,633
+4,176
| +4% | +$408K | 1.54% | 15 |
|
|
2018
Q3 | $13.3M | Buy |
117,457
+15,642
| +15% | +$1.77M | 1.66% | 14 |
|
|
2018
Q2 | $10.6M | Buy |
101,815
+7,567
| +8% | +$788K | 1.84% | 7 |
|
|
2018
Q1 | $10.4M | Buy |
94,248
+1,447
| +2% | +$159K | 2.06% | 6 |
|
|
2017
Q4 | $9.97M | Buy |
92,801
+1,434
| +2% | +$154K | 1.56% | 12 |
|
|
2017
Q3 | $8.74M | Buy |
91,367
+27,968
| +44% | +$2.67M | 1.45% | 14 |
|
|
2017
Q2 | $5.8M | Sell |
63,399
-195
| -0.3% | -$17.8K | 1.72% | 14 |
|
|
2017
Q1 | $5.59M | Sell |
63,594
-8,474
| -12% | -$744K | 1.76% | 12 |
|
|
2016
Q4 | $6.22M | Buy |
72,068
+5,930
| +9% | +$512K | 2.28% | 2 |
|
|
2016
Q3 | $4.4M | Buy |
66,138
+2,999
| +5% | +$200K | 1.88% | 19 |
|
|
2016
Q2 | $3.92M | Buy |
63,139
+3,392
| +6% | +$211K | 1.73% | 23 |
|
|
2016
Q1 | $3.54M | Buy |
59,747
+785
| +1% | +$46.5K | 1.67% | 26 |
|
|
2015
Q4 | $3.89M | Buy |
58,962
+2,140
| +4% | +$141K | 1.75% | 22 |
|
|
2015
Q3 | $3.46M | Sell |
56,822
-2,345
| -4% | -$143K | 1.78% | 23 |
|
|
2015
Q2 | $4.01M | Buy |
59,167
+1,642
| +3% | +$111K | 1.79% | 13 |
|
|
2015
Q1 | $3.49M | Buy |
57,525
+7,018
| +14% | +$425K | 1.56% | 23 |
|
|
2014
Q4 | $3.16M | Buy |
50,507
+2,118
| +4% | +$133K | 1.73% | 10 |
|
|
2014
Q3 | $2.92M | Buy |
48,389
+3,317
| +7% | +$200K | 1.64% | 18 |
|
|
2014
Q2 | $2.6M | Buy |
45,072
+3,203
| +8% | +$185K | 1.45% | 22 |
|
|
2014
Q1 | $2.54M | Buy |
41,869
+2,186
| +6% | +$133K | 1.57% | 22 |
|
|
2013
Q4 | $2.32M | Buy |
39,683
+91
| +0.2% | +$5.32K | 1.52% | 22 |
|
|
2013
Q3 | $2.05M | Buy |
39,592
+4,050
| +11% | +$209K | 1.34% | 26 |
|
|
2013
Q2 | $1.88M | Buy |
+35,542
| New | +$1.88M | 1.42% | 24 |
|