KCM Investment Advisors’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-61,012
| Closed | -$1.55M | – | 455 |
|
|
2018
Q4 | $1.55M | Sell |
61,012
-3,299
| -5% | -$83.8K | 0.1% | 173 |
|
|
2018
Q3 | $1.65M | Buy |
64,311
+179
| +0.3% | +$4.58K | 0.09% | 180 |
|
|
2018
Q2 | $1.68M | Sell |
64,132
-1,103
| -2% | -$28.9K | 0.1% | 171 |
|
|
2018
Q1 | $1.71M | Buy |
65,235
+3,526
| +6% | +$92.2K | 0.1% | 188 |
|
|
2017
Q4 | $1.67M | Sell |
61,709
-1,703
| -3% | -$46.1K | 0.1% | 194 |
|
|
2017
Q3 | $1.71M | Sell |
63,412
-786
| -1% | -$21.1K | 0.1% | 194 |
|
|
2017
Q2 | $1.73M | Sell |
64,198
-733
| -1% | -$19.8K | 0.11% | 197 |
|
|
2017
Q1 | $1.78M | Buy |
64,931
+1,320
| +2% | +$36.2K | 0.11% | 193 |
|
|
2016
Q4 | $1.71M | Sell |
63,611
-1,482
| -2% | -$39.8K | 0.12% | 198 |
|
|
2016
Q3 | $1.84M | Sell |
65,093
-346
| -0.5% | -$9.79K | 0.13% | 189 |
|
|
2016
Q2 | $1.85M | Sell |
65,439
-345
| -0.5% | -$9.74K | 0.13% | 185 |
|
|
2016
Q1 | $1.82M | Sell |
65,784
-196
| -0.3% | -$5.43K | 0.13% | 178 |
|
|
2015
Q4 | $1.81M | Buy |
65,980
+652
| +1% | +$17.9K | 0.14% | 178 |
|
|
2015
Q3 | $1.75M | Buy |
65,328
+5,101
| +8% | +$137K | 0.15% | 179 |
|
|
2015
Q2 | $1.58M | Buy |
60,227
+852
| +1% | +$22.4K | 0.13% | 197 |
|
|
2015
Q1 | $1.6M | Buy |
59,375
+10,344
| +21% | +$278K | 0.13% | 199 |
|
|
2014
Q4 | $1.3M | Buy |
49,031
+8,800
| +22% | +$232K | 0.11% | 213 |
|
|
2014
Q3 | $1.03M | Buy |
+40,231
| New | +$1.03M | 0.09% | 233 |
|