Independent Portfolio Consultants’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 | $3.31M | Buy |
36,229
+290
| +0.8% | +$26.5K | 1.37% | 4 |
|
|
2017
Q1 | $3.16M | Sell |
35,939
-1,446
| -4% | -$127K | 1.09% | 4 |
|
|
2016
Q4 | $3.23M | Sell |
37,385
-2,783
| -7% | -$240K | 1.06% | 6 |
|
|
2016
Q3 | $2.68M | Sell |
40,168
-2,590
| -6% | -$172K | 0.84% | 11 |
|
|
2016
Q2 | $2.66M | Buy |
42,758
+1,745
| +4% | +$108K | 0.84% | 11 |
|
|
2016
Q1 | $2.43M | Sell |
41,013
-160
| -0.4% | -$9.48K | 0.68% | 16 |
|
|
2015
Q4 | $2.72M | Sell |
41,173
-23,960
| -37% | -$1.58M | 0.81% | 11 |
|
|
2015
Q3 | $3.97M | Buy |
65,133
+3,515
| +6% | +$214K | 0.86% | 13 |
|
|
2015
Q2 | $4.18M | Buy |
61,618
+1,531
| +3% | +$104K | 0.84% | 14 |
|
|
2015
Q1 | $3.64M | Sell |
60,087
-1,623
| -3% | -$98.3K | 0.74% | 18 |
|
|
2014
Q4 | $3.86M | Buy |
61,710
+35,325
| +134% | +$2.21M | 0.78% | 14 |
|
|
2014
Q3 | $1.59M | Buy |
26,385
+8,328
| +46% | +$502K | 0.43% | 48 |
|
|
2014
Q2 | $1.04M | Buy |
18,057
+2,661
| +17% | +$153K | 0.29% | 82 |
|
|
2014
Q1 | $934K | Sell |
15,396
-2,570
| -14% | -$156K | 0.3% | 92 |
|
|
2013
Q4 | $1.05M | Buy |
17,966
+6,240
| +53% | +$365K | 0.37% | 62 |
|
|
2013
Q3 | $606K | Sell |
11,726
-450
| -4% | -$23.3K | 0.24% | 145 |
|
|
2013
Q2 | $643K | Buy |
+12,176
| New | +$643K | 0.29% | 99 |
|