Jolley Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.32M | Sell |
36,910
-1,522
| -4% | -$137K | 2.56% | 16 |
|
|
2019
Q4 | $5.36M | Sell |
38,432
-3,005
| -7% | -$419K | 3.05% | 4 |
|
|
2019
Q3 | $4.88M | Sell |
41,437
-674
| -2% | -$79.3K | 3.17% | 9 |
|
|
2019
Q2 | $4.71M | Buy |
42,111
+2
| +0% | +$224 | 3.02% | 15 |
|
|
2019
Q1 | $4.26M | Buy |
42,109
+1,845
| +5% | +$187K | 3.08% | 18 |
|
|
2018
Q4 | $3.93M | Buy |
40,264
+2,024
| +5% | +$198K | 3.01% | 17 |
|
|
2018
Q3 | $4.32M | Sell |
38,240
-105
| -0.3% | -$11.8K | 2.89% | 13 |
|
|
2018
Q2 | $4M | Sell |
38,345
-2,233
| -6% | -$233K | 2.68% | 17 |
|
|
2018
Q1 | $4.46M | Sell |
40,578
-8,918
| -18% | -$981K | 2.7% | 16 |
|
|
2017
Q4 | $5.29M | Sell |
49,496
-43
| -0.1% | -$4.6K | 3.37% | 2 |
|
|
2017
Q3 | $4.73M | Sell |
49,539
-1,018
| -2% | -$97.2K | 3.21% | 1 |
|
|
2017
Q2 | $4.62M | Sell |
50,557
-9,614
| -16% | -$879K | 3.24% | 1 |
|
|
2017
Q1 | $5.29M | Sell |
60,171
-1,038
| -2% | -$91.2K | 3.8% | 1 |
|
|
2016
Q4 | $5.28M | Sell |
61,209
-1,594
| -3% | -$138K | 3.79% | 2 |
|
|
2016
Q3 | $4.18M | Sell |
62,803
-160
| -0.3% | -$10.7K | 3.38% | 5 |
|
|
2016
Q2 | $3.91M | Sell |
62,963
-115
| -0.2% | -$7.15K | 3.15% | 6 |
|
|
2016
Q1 | $3.74M | Buy |
63,078
+3,244
| +5% | +$192K | 3.4% | 7 |
|
|
2015
Q4 | $3.95M | Sell |
59,834
-1,260
| -2% | -$83.2K | 3.76% | 3 |
|
|
2015
Q3 | $3.73M | Sell |
61,094
-507
| -0.8% | -$30.9K | 3.77% | 3 |
|
|
2015
Q2 | $4.17M | Sell |
61,601
-895
| -1% | -$60.6K | 3.79% | 1 |
|
|
2015
Q1 | $3.79M | Sell |
62,496
-812
| -1% | -$49.2K | 3.14% | 7 |
|
|
2014
Q4 | $3.96M | Buy |
63,308
+36
| +0.1% | +$2.25K | 3.28% | 6 |
|
|
2014
Q3 | $3.81M | Sell |
63,272
-1,211
| -2% | -$72.9K | 3.07% | 6 |
|
|
2014
Q2 | $3.72M | Sell |
64,483
-2,206
| -3% | -$127K | 2.73% | 16 |
|
|
2014
Q1 | $4.05M | Sell |
66,689
-483
| -0.7% | -$29.3K | 3.01% | 10 |
|
|
2013
Q4 | $3.93M | Buy |
67,172
+744
| +1% | +$43.5K | 3.1% | 10 |
|
|
2013
Q3 | $3.43M | Sell |
66,428
-1,891
| -3% | -$97.8K | 2.86% | 14 |
|
|
2013
Q2 | $3.61M | Buy |
+68,319
| New | +$3.61M | 2.92% | 12 |
|