Michael & Susan Dell Foundation’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6.01M | Hold |
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|
2019
Q2 | $5.71M | Hold |
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|
2019
Q1 | $5.17M | Buy |
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|
2018
Q3 | $35.4M | Hold |
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|
2018
Q2 | $32.7M | Hold |
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|
2018
Q1 | $34.5M | Hold |
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|
2017
Q4 | $33.6M | Hold |
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|
2017
Q3 | $30M | Hold |
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|
2017
Q2 | $28.7M | Hold |
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|
2017
Q1 | $27.6M | Sell |
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|
2016
Q4 | $42.3M | Buy |
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|
2016
Q3 | $15.8M | Hold |
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|
2016
Q2 | $14.8M | Hold |
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|
2016
Q1 | $14.1M | Hold |
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|
2015
Q4 | $15.7M | Hold |
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|
2015
Q3 | $14.5M | Sell |
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|
2015
Q2 | $22.6M | Hold |
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|
2015
Q1 | $20.2M | Hold |
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|
2014
Q4 | $20.9M | Hold |
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|
2014
Q3 | $20.1M | Hold |
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|
2014
Q2 | $19.2M | Buy |
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|
2014
Q1 | $16.2M | Buy |
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|
2013
Q4 | $13.6M | Buy |
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