KSA
Ken Stern & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $455K | Hold |
4,030
| – | – | 0.2% | 66 |
|
|
2018
Q2 | $420K | Sell |
4,030
-3,896
| -49% | -$406K | 0.19% | 67 |
|
|
2018
Q1 | $872K | Buy |
7,926
+26
| +0.3% | +$2.86K | 0.38% | 29 |
|
|
2017
Q4 | $845K | Sell |
7,900
-260
| -3% | -$27.8K | 0.37% | 29 |
|
|
2017
Q3 | $780K | Sell |
8,160
-136
| -2% | -$13K | 0.34% | 29 |
|
|
2017
Q2 | $760K | Sell |
8,296
-82
| -1% | -$7.51K | 0.35% | 29 |
|
|
2017
Q1 | $729K | Buy |
8,378
+1
| +0% | +$87 | 0.34% | 30 |
|
|
2016
Q4 | $723K | Sell |
8,377
-148
| -2% | -$12.8K | 0.37% | 30 |
|
|
2016
Q3 | $568K | Buy |
8,525
+1
| +0% | +$67 | 0.39% | 31 |
|
|
2016
Q2 | $530K | Buy |
8,524
+549
| +7% | +$34.1K | 0.42% | 36 |
|
|
2016
Q1 | $472K | Buy |
7,975
+872
| +12% | +$51.6K | 0.33% | 40 |
|
|
2015
Q4 | $469K | Buy |
7,103
+255
| +4% | +$16.8K | 0.31% | 48 |
|
|
2015
Q3 | $418K | Buy |
6,848
+992
| +17% | +$60.6K | 0.32% | 39 |
|
|
2015
Q2 | $386K | Buy |
5,856
+698
| +14% | +$46K | 0.28% | 37 |
|
|
2015
Q1 | $312K | Buy |
5,158
+874
| +20% | +$52.9K | 0.23% | 49 |
|
|
2014
Q4 | $268K | Buy |
+4,284
| New | +$268K | 0.21% | 61 |
|