MIM
Midwest Investment Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $2.67M | Sell |
27,946
-590
| -2% | -$56.3K | 2.2% | 18 |
|
|
2017
Q2 | $2.61M | Hold |
28,536
| – | – | 2.2% | 19 |
|
|
2017
Q1 | $2.51M | Sell |
28,536
-570
| -2% | -$50.1K | 2.14% | 19 |
|
|
2016
Q4 | $2.51M | Sell |
29,106
-720
| -2% | -$62.1K | 2.16% | 20 |
|
|
2016
Q3 | $1.99M | Sell |
29,826
-21,367
| -42% | -$1.42M | 1.72% | 26 |
|
|
2016
Q2 | $3.18M | Buy |
51,193
+227
| +0.4% | +$14.1K | 2.59% | 15 |
|
|
2016
Q1 | $3.02M | Buy |
50,966
+1,715
| +3% | +$102K | 2.43% | 16 |
|
|
2015
Q4 | $3.25M | Buy |
49,251
+377
| +0.8% | +$24.9K | 2.77% | 12 |
|
|
2015
Q3 | $2.98M | Sell |
48,874
-1,925
| -4% | -$117K | 2.53% | 12 |
|
|
2015
Q2 | $3.44M | Sell |
50,799
-665
| -1% | -$45.1K | 2.65% | 9 |
|
|
2015
Q1 | $3.12M | Sell |
51,464
-1,360
| -3% | -$82.4K | 2.37% | 13 |
|
|
2014
Q4 | $3.31M | Sell |
52,824
-330
| -0.6% | -$20.6K | 2.4% | 13 |
|
|
2014
Q3 | $3.2M | Sell |
53,154
-1,865
| -3% | -$112K | 2.39% | 14 |
|
|
2014
Q2 | $3.17M | Sell |
55,019
-885
| -2% | -$51K | 2.31% | 14 |
|
|
2014
Q1 | $3.39M | Sell |
55,904
-1,065
| -2% | -$64.6K | 2.54% | 9 |
|
|
2013
Q4 | $3.33M | Buy |
56,969
+277
| +0.5% | +$16.2K | 2.48% | 7 |
|
|
2013
Q3 | $2.93M | Buy |
56,692
+615
| +1% | +$31.8K | 2.46% | 7 |
|
|
2013
Q2 | $2.96M | Buy |
+56,077
| New | +$2.96M | 3.01% | 4 |
|