INR Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-28
| Closed | -$3K | – | 68 |
|
|
2018
Q2 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 62 |
|
|
2017
Q2 | – | Sell |
-17,951
| Closed | -$1.58M | – | 107 |
|
|
2017
Q1 | $1.58M | Hold |
17,951
| – | – | 0.25% | 10 |
|
|
2016
Q4 | $1.55M | Sell |
17,951
-5,183
| -22% | -$447K | 0.26% | 9 |
|
|
2016
Q3 | $1.54M | Hold |
23,134
| – | – | 0.27% | 10 |
|
|
2016
Q2 | $1.44M | Hold |
23,134
| – | – | 0.27% | 10 |
|
|
2016
Q1 | $1.37M | Hold |
23,134
| – | – | 0.25% | 11 |
|
|
2015
Q4 | $1.53M | Hold |
23,134
| – | – | 0.29% | 9 |
|
|
2015
Q3 | $1.41M | Hold |
23,134
| – | – | 0.29% | 8 |
|
|
2015
Q2 | $1.57M | Hold |
23,134
| – | – | 0.31% | 8 |
|
|
2015
Q1 | $1.4M | Hold |
23,134
| – | – | 0.25% | 8 |
|
|
2014
Q4 | $1.45M | Hold |
23,134
| – | – | 0.28% | 9 |
|
|
2014
Q3 | $1.39M | Hold |
23,134
| – | – | 0.29% | 11 |
|
|
2014
Q2 | $1.33M | Hold |
23,134
| – | – | 0.27% | 11 |
|
|
2014
Q1 | $1.4M | Hold |
23,134
| – | – | 0.31% | 12 |
|
|
2013
Q4 | $1.35M | Hold |
23,134
| – | – | 0.31% | 15 |
|
|
2013
Q3 | $1.2M | Hold |
23,134
| – | – | 0.32% | 15 |
|
|
2013
Q2 | $1.22M | Buy |
+23,134
| New | +$1.22M | 0.33% | 15 |
|