KIA
Kopp Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $594K | Sell |
5,049
-428
| -8% | -$50.4K | 1.09% | 24 |
|
|
2019
Q2 | $612K | Sell |
5,477
-3,450
| -39% | -$386K | 0.7% | 25 |
|
|
2019
Q1 | $904K | Sell |
8,927
-107
| -1% | -$10.8K | 0.73% | 29 |
|
|
2018
Q4 | $882K | Sell |
9,034
-116
| -1% | -$11.3K | 0.86% | 28 |
|
|
2018
Q3 | $1.03M | Sell |
9,150
-151
| -2% | -$17K | 0.87% | 29 |
|
|
2018
Q2 | $969K | Buy |
9,301
+5
| +0.1% | +$521 | 0.91% | 31 |
|
|
2018
Q1 | $1.02M | Sell |
9,296
-361
| -4% | -$39.7K | 1.04% | 33 |
|
|
2017
Q4 | $1.03M | Sell |
9,657
-68
| -0.7% | -$7.27K | 1.03% | 34 |
|
|
2017
Q3 | $929K | Sell |
9,725
-308
| -3% | -$29.4K | 0.85% | 36 |
|
|
2017
Q2 | $917K | Sell |
10,033
-27
| -0.3% | -$2.47K | 0.82% | 34 |
|
|
2017
Q1 | $884K | Buy |
10,060
+325
| +3% | +$28.6K | 0.86% | 35 |
|
|
2016
Q4 | $840K | Buy |
9,735
+62
| +0.6% | +$5.35K | 0.89% | 36 |
|
|
2016
Q3 | $644K | Buy |
+9,673
| New | +$644K | 0.64% | 46 |
|