McQueen Ball & 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
Q4 | $3.9M | Buy |
39,977
+586
| +1% | +$57.2K | 2.51% | 6 |
|
|
2018
Q3 | $4.45M | Sell |
39,391
-197
| -0.5% | -$22.2K | 2.52% | 5 |
|
|
2018
Q2 | $4.13M | Sell |
39,588
-662
| -2% | -$69K | 2.5% | 5 |
|
|
2018
Q1 | $4.43M | Buy |
40,250
+553
| +1% | +$60.8K | 2.71% | 5 |
|
|
2017
Q4 | $4.25M | Buy |
39,697
+101
| +0.3% | +$10.8K | 2.54% | 5 |
|
|
2017
Q3 | $3.78M | Buy |
39,596
+1,398
| +4% | +$134K | 2.42% | 5 |
|
|
2017
Q2 | $3.49M | Buy |
38,198
+105
| +0.3% | +$9.6K | 2.29% | 6 |
|
|
2017
Q1 | $3.35K | Buy |
38,093
+132
| +0.3% | +$12 | 1.83% | 8 |
|
|
2016
Q4 | $3.28M | Sell |
37,961
-281
| -0.7% | -$24.3K | 2.18% | 5 |
|
|
2016
Q3 | $2.55M | Buy |
38,242
+99
| +0.3% | +$6.59K | 1.73% | 11 |
|
|
2016
Q2 | $2.37M | Buy |
38,143
+244
| +0.6% | +$15.2K | 1.68% | 13 |
|
|
2016
Q1 | $2.24M | Buy |
37,899
+730
| +2% | +$43.2K | 1.65% | 14 |
|
|
2015
Q4 | $2.45M | Buy |
+37,169
| New | +$2.45M | 2.22% | 8 |
|