Leonetti & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-54,475
| Closed | -$5.83M | – | 42 |
|
|
2017
Q4 | $5.83M | Buy |
54,475
+1,750
| +3% | +$187K | 1.56% | 17 |
|
|
2017
Q3 | $5.04M | Sell |
52,725
-550
| -1% | -$52.5K | 1.34% | 21 |
|
|
2017
Q2 | $4.87M | Sell |
53,275
-58,475
| -52% | -$5.34M | 1.38% | 21 |
|
|
2017
Q1 | $9.82M | Sell |
111,750
-8,850
| -7% | -$777K | 2.85% | 10 |
|
|
2016
Q4 | $10.4M | Buy |
+120,600
| New | +$10.4M | 3.07% | 10 |
|
|
2014
Q2 | – | Sell |
-78,596
| Closed | -$4.77M | – | 35 |
|
|
2014
Q1 | $4.77M | Buy |
78,596
+1,900
| +2% | +$115K | 1.61% | 22 |
|
|
2013
Q4 | $4.49M | Buy |
76,696
+3,050
| +4% | +$178K | 1.56% | 21 |
|
|
2013
Q3 | $3.81M | Sell |
73,646
-10,300
| -12% | -$532K | 1.39% | 21 |
|
|
2013
Q2 | $4.43M | Buy |
+83,946
| New | +$4.43M | 1.7% | 19 |
|