Lodestar Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $27.7M | Buy |
247,462
+1,536
| +0.6% | +$172K | 2.84% | 8 |
|
|
2019
Q1 | $24.9M | Buy |
245,926
+1,420
| +0.6% | +$144K | 2.66% | 9 |
|
|
2018
Q4 | $23.9M | Buy |
244,506
+4,867
| +2% | +$475K | 2.91% | 8 |
|
|
2018
Q3 | $27M | Buy |
239,639
+1,000
| +0.4% | +$113K | 2.92% | 7 |
|
|
2018
Q2 | $24.9M | Buy |
238,639
+1,915
| +0.8% | +$200K | 2.87% | 5 |
|
|
2018
Q1 | $26M | Buy |
236,724
+1,868
| +0.8% | +$205K | 3.03% | 6 |
|
|
2017
Q4 | $25.1M | Buy |
234,856
+2,670
| +1% | +$286K | 2.9% | 8 |
|
|
2017
Q3 | $22.2M | Buy |
232,186
+1,285
| +0.6% | +$123K | 2.72% | 8 |
|
|
2017
Q2 | $21.1M | Buy |
230,901
+6,605
| +3% | +$604K | 2.69% | 9 |
|
|
2017
Q1 | $19.7M | Buy |
224,296
+74,130
| +49% | +$6.51M | 2.56% | 10 |
|
|
2016
Q4 | $13M | Buy |
150,166
+4,735
| +3% | +$409K | 1.75% | 18 |
|
|
2016
Q3 | $9.68M | Buy |
145,431
+46,797
| +47% | +$3.12M | 1.33% | 30 |
|
|
2016
Q2 | $6.13M | Buy |
98,634
+24,736
| +33% | +$1.54M | 0.87% | 48 |
|
|
2016
Q1 | $4.38M | Buy |
73,898
+16,332
| +28% | +$967K | 0.63% | 55 |
|
|
2015
Q4 | $3.8M | Buy |
57,566
+7,035
| +14% | +$465K | 0.6% | 57 |
|
|
2015
Q3 | $3.08M | Buy |
50,531
+21,471
| +74% | +$1.31M | 0.52% | 56 |
|
|
2015
Q2 | $1.97M | Buy |
29,060
+675
| +2% | +$45.7K | 0.31% | 66 |
|
|
2015
Q1 | $1.72M | Buy |
28,385
+7,343
| +35% | +$445K | 0.27% | 67 |
|
|
2014
Q4 | $1.32M | Sell |
21,042
-580
| -3% | -$36.3K | 0.38% | 45 |
|
|
2014
Q3 | $1.3M | Sell |
21,622
-360
| -2% | -$21.7K | 0.4% | 47 |
|
|
2014
Q2 | $1.27M | Sell |
21,982
-200
| -0.9% | -$11.5K | 0.38% | 48 |
|
|
2014
Q1 | $1.35M | Buy |
22,182
+381
| +2% | +$23.1K | 0.42% | 47 |
|
|
2013
Q4 | $1.28M | Buy |
21,801
+587
| +3% | +$34.3K | 0.41% | 46 |
|
|
2013
Q3 | $1.1M | Buy |
21,214
+100
| +0.5% | +$5.17K | 0.4% | 46 |
|
|
2013
Q2 | $1.12M | Buy |
+21,114
| New | +$1.12M | 0.43% | 45 |
|