MCTIC
MacGuire Cheswick & Tuttle Investment Counsel’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $21.9M | Sell |
224,073
-1,378
| -0.6% | -$135K | 4.58% | 2 |
|
|
2018
Q3 | $25.4M | Sell |
225,451
-626
| -0.3% | -$70.6K | 4.38% | 3 |
|
|
2018
Q2 | $23.6M | Sell |
226,077
-952
| -0.4% | -$99.2K | 4.33% | 3 |
|
|
2018
Q1 | $25M | Sell |
227,029
-7,771
| -3% | -$855K | 4.65% | 2 |
|
|
2017
Q4 | $25.1M | Sell |
234,800
-8,152
| -3% | -$872K | 4.57% | 2 |
|
|
2017
Q3 | $23.2M | Buy |
242,952
+855
| +0.4% | +$81.7K | 4.56% | 2 |
|
|
2017
Q2 | $22.1M | Sell |
242,097
-15,832
| -6% | -$1.45M | 4.49% | 2 |
|
|
2017
Q1 | $22.7M | Sell |
257,929
-5,267
| -2% | -$463K | 4.39% | 2 |
|
|
2016
Q4 | $22.7M | Buy |
263,196
+3,083
| +1% | +$266K | 4.68% | 1 |
|
|
2016
Q3 | $17.3M | Sell |
260,113
-1,459
| -0.6% | -$97.2K | 3.88% | 3 |
|
|
2016
Q2 | $16.3M | Buy |
261,572
+5,025
| +2% | +$312K | 3.62% | 3 |
|
|
2016
Q1 | $15.2M | Sell |
256,547
-3,942
| -2% | -$233K | 3.54% | 4 |
|
|
2015
Q4 | $17.2M | Buy |
260,489
+6,256
| +2% | +$413K | 3.86% | 3 |
|
|
2015
Q3 | $15.5M | Sell |
254,233
-2,111
| -0.8% | -$129K | 3.79% | 3 |
|
|
2015
Q2 | $17.4M | Buy |
256,344
+76,393
| +42% | +$5.18M | 3.88% | 2 |
|
|
2015
Q1 | $10.9M | Buy |
179,951
+615
| +0.3% | +$37.3K | 2.46% | 15 |
|
|
2014
Q4 | $11.2M | Sell |
179,336
-525
| -0.3% | -$32.9K | 2.52% | 14 |
|
|
2014
Q3 | $10.8M | Buy |
179,861
+1,145
| +0.6% | +$69K | 2.53% | 13 |
|
|
2014
Q2 | $10.3M | Sell |
178,716
-6,945
| -4% | -$400K | 2.39% | 14 |
|
|
2014
Q1 | $11.3M | Sell |
185,661
-3,396
| -2% | -$206K | 2.73% | 10 |
|
|
2013
Q4 | $11.1M | Buy |
189,057
+1,250
| +0.7% | +$73.1K | 2.66% | 12 |
|
|
2013
Q3 | $9.71M | Sell |
187,807
-1,560
| -0.8% | -$80.6K | 2.67% | 11 |
|
|
2013
Q2 | $10M | Buy |
+189,367
| New | +$10M | 2.86% | 9 |
|