IAM
Impax Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $18.3M | Buy |
175,818
+16,600
| +10% | +$1.73M | 1.09% | 27 |
|
|
2018
Q1 | $17.5M | Hold |
159,218
| – | – | 1.01% | 35 |
|
|
2017
Q4 | $17M | Sell |
159,218
-27,800
| -15% | -$2.97M | 0.98% | 43 |
|
|
2017
Q3 | $17.9M | Buy |
187,018
+40,000
| +27% | +$3.82M | 1.02% | 39 |
|
|
2017
Q2 | $13.4M | Hold |
147,018
| – | – | 0.76% | 61 |
|
|
2017
Q1 | $12.9M | Buy |
147,018
+60,000
| +69% | +$5.27M | 0.72% | 63 |
|
|
2016
Q4 | $7.51M | Buy |
+87,018
| New | +$7.51M | 0.43% | 91 |
|
|
2014
Q1 | – | Sell |
-396,742
| Closed | -$23.2M | – | 202 |
|
|
2013
Q4 | $23.2M | Sell |
396,742
-31,668
| -7% | -$1.85M | 1.47% | 21 |
|
|
2013
Q3 | $22.1M | Buy |
428,410
+10,044
| +2% | +$519K | 1.48% | 18 |
|
|
2013
Q2 | $22.1M | Buy |
+418,366
| New | +$22.1M | 1.5% | 16 |
|