MHIM
MacNealy Hoover Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.98M | Sell |
16,853
-2,436
| -13% | -$287K | 1.61% | 25 |
|
|
2019
Q2 | $2.16M | Buy |
19,289
+50
| +0.3% | +$5.59K | 1.63% | 24 |
|
|
2019
Q1 | $1.95M | Sell |
19,239
-564
| -3% | -$57.1K | 1.5% | 24 |
|
|
2018
Q4 | $1.93M | Sell |
19,803
-325
| -2% | -$31.7K | 1.68% | 21 |
|
|
2018
Q3 | $2.27M | Sell |
20,128
-370
| -2% | -$41.7K | 1.67% | 21 |
|
|
2018
Q2 | $2.14M | Hold |
20,498
| – | – | 1.66% | 21 |
|
|
2018
Q1 | $2.25M | Sell |
20,498
-125
| -0.6% | -$13.7K | 1.8% | 19 |
|
|
2017
Q4 | $2.21M | Sell |
20,623
-900
| -4% | -$96.2K | 1.59% | 20 |
|
|
2017
Q3 | $2.06M | Hold |
21,523
| – | – | 1.48% | 25 |
|
|
2017
Q2 | $1.97M | Sell |
21,523
-225
| -1% | -$20.6K | 1.5% | 22 |
|
|
2017
Q1 | $1.91M | Sell |
21,748
-1,150
| -5% | -$101K | 1.46% | 22 |
|
|
2016
Q4 | $1.98M | Sell |
22,898
-1,907
| -8% | -$165K | 1.52% | 20 |
|
|
2016
Q3 | $1.65M | Hold |
24,805
| – | – | 1.33% | 23 |
|
|
2016
Q2 | $1.54M | Hold |
24,805
| – | – | 1.24% | 30 |
|
|
2016
Q1 | $1.47M | Buy |
24,805
+500
| +2% | +$29.6K | 1.19% | 30 |
|
|
2015
Q4 | $1.61M | Buy |
24,305
+175
| +0.7% | +$11.6K | 1.35% | 25 |
|
|
2015
Q3 | $1.47M | Hold |
24,130
| – | – | 1.32% | 27 |
|
|
2015
Q2 | $1.64M | Sell |
24,130
-200
| -0.8% | -$13.6K | 1.34% | 27 |
|
|
2015
Q1 | $1.47M | Hold |
24,330
| – | – | 1.28% | 32 |
|
|
2014
Q4 | $1.52M | Sell |
24,330
-725
| -3% | -$45.4K | 1.3% | 32 |
|
|
2014
Q3 | $1.51M | Sell |
25,055
-250
| -1% | -$15.1K | 1.32% | 31 |
|
|
2014
Q2 | $1.46M | Sell |
25,305
-200
| -0.8% | -$11.5K | 1.28% | 33 |
|
|
2014
Q1 | $1.55M | Sell |
25,505
-725
| -3% | -$44K | 1.39% | 28 |
|
|
2013
Q4 | $1.53M | Buy |
+26,230
| New | +$1.53M | 1.42% | 27 |
|