Independence Trust’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 | $439K | Hold |
4,101
| – | – | 0.48% | 36 |
|
|
2017
Q3 | $392K | Buy |
4,101
+110
| +3% | +$10.5K | 0.45% | 38 |
|
|
2017
Q2 | $365K | Sell |
3,991
-450
| -10% | -$41.2K | 0.43% | 40 |
|
|
2017
Q1 | $390K | Sell |
4,441
-20
| -0.4% | -$1.76K | 0.5% | 38 |
|
|
2016
Q4 | $385K | Sell |
4,461
-130
| -3% | -$11.2K | 0.53% | 37 |
|
|
2016
Q3 | $306K | Hold |
4,591
| – | – | 0.5% | 38 |
|
|
2016
Q2 | $285K | Hold |
4,591
| – | – | 0.44% | 40 |
|
|
2016
Q1 | $272K | Sell |
4,591
-489
| -10% | -$29K | 0.43% | 40 |
|
|
2015
Q4 | $335K | Buy |
5,080
+645
| +15% | +$42.5K | 0.44% | 49 |
|
|
2015
Q3 | $270K | Sell |
4,435
-5,380
| -55% | -$328K | 0.28% | 76 |
|
|
2015
Q2 | $665K | Sell |
9,815
-1,235
| -11% | -$83.7K | 0.45% | 40 |
|
|
2015
Q1 | $669K | Hold |
11,050
| – | – | 0.42% | 46 |
|
|
2014
Q4 | $691K | Hold |
11,050
| – | – | 0.42% | 45 |
|
|
2014
Q3 | $666K | Hold |
11,050
| – | – | 0.44% | 43 |
|
|
2014
Q2 | $637K | Buy |
11,050
+410
| +4% | +$23.6K | 0.41% | 43 |
|
|
2014
Q1 | $646K | Buy |
10,640
+910
| +9% | +$55.3K | 0.45% | 40 |
|
|
2013
Q4 | $569K | Hold |
9,730
| – | – | 0.39% | 41 |
|
|
2013
Q3 | $503K | Sell |
9,730
-1,295
| -12% | -$66.9K | 0.37% | 43 |
|
|
2013
Q2 | $582K | Buy |
+11,025
| New | +$582K | 0.42% | 38 |
|