ICOA
Investment Centers of America’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-61,954
| Closed | -$5.93M | – | 262 |
|
|
2017
Q3 | $5.93M | Buy |
61,954
+1,002
| +2% | +$95.8K | 0.44% | 57 |
|
|
2017
Q2 | $5.57M | Buy |
60,952
+8,752
| +17% | +$799K | 0.42% | 60 |
|
|
2017
Q1 | $4.59M | Sell |
52,200
-4,408
| -8% | -$388K | 0.35% | 73 |
|
|
2016
Q4 | $4.9M | Buy |
56,608
+10,583
| +23% | +$916K | 0.42% | 62 |
|
|
2016
Q3 | $3.07M | Buy |
46,025
+1,494
| +3% | +$99.6K | 0.32% | 77 |
|
|
2016
Q2 | $2.77M | Sell |
44,531
-1,844
| -4% | -$115K | 0.31% | 85 |
|
|
2016
Q1 | $2.75M | Buy |
46,375
+20,099
| +76% | +$1.19M | 0.31% | 83 |
|
|
2015
Q4 | $1.74M | Sell |
26,276
-228
| -0.9% | -$15.1K | 0.23% | 113 |
|
|
2015
Q3 | $1.61M | Buy |
26,504
+3,771
| +17% | +$229K | 0.24% | 109 |
|
|
2015
Q2 | $1.54M | Sell |
22,733
-3,901
| -15% | -$265K | 0.23% | 114 |
|
|
2015
Q1 | $1.61M | Buy |
26,634
+3,585
| +16% | +$216K | 0.24% | 116 |
|
|
2014
Q4 | $1.44M | Sell |
23,049
-3,577
| -13% | -$223K | 0.31% | 91 |
|
|
2014
Q3 | $1.6M | Buy |
26,626
+13,041
| +96% | +$783K | 0.28% | 99 |
|
|
2014
Q2 | $788K | Buy |
13,585
+314
| +2% | +$18.2K | 0.18% | 135 |
|
|
2014
Q1 | $689K | Buy |
13,271
+2,745
| +26% | +$143K | 0.14% | 163 |
|
|
2013
Q4 | $549K | Sell |
10,526
-2,745
| -21% | -$143K | 0.26% | 113 |
|
|
2013
Q3 | $689K | Buy |
13,271
+4,330
| +48% | +$225K | 0.14% | 164 |
|
|
2013
Q2 | $469K | Buy |
+8,941
| New | +$469K | 0.13% | 171 |
|