Marcus Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $865K | Buy |
7,665
+450
| +6% | +$50.8K | 2.52% | 14 |
|
|
2018
Q2 | $752K | Buy |
7,215
+1,690
| +31% | +$176K | 2.39% | 16 |
|
|
2018
Q1 | $608K | Buy |
5,525
+275
| +5% | +$30.3K | 2.24% | 21 |
|
|
2017
Q4 | $561K | Hold |
5,250
| – | – | 2.15% | 21 |
|
|
2017
Q3 | $501K | Hold |
5,250
| – | – | 0.71% | 40 |
|
|
2017
Q2 | $480K | Buy |
5,250
+50
| +1% | +$4.57K | 0.41% | 45 |
|
|
2017
Q1 | $457K | Sell |
5,200
-100
| -2% | -$8.79K | 0.43% | 44 |
|
|
2016
Q4 | $457K | Sell |
5,300
-450
| -8% | -$38.8K | 0.49% | 42 |
|
|
2016
Q3 | $383K | Hold |
5,750
| – | – | 0.37% | 48 |
|
|
2016
Q2 | $357K | Hold |
5,750
| – | – | 0.38% | 48 |
|
|
2016
Q1 | $341K | Hold |
5,750
| – | – | 0.38% | 47 |
|
|
2015
Q4 | $380K | Buy |
+5,750
| New | +$380K | 0.4% | 44 |
|