Miles Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $219K | Buy |
2,428
+77
| +3% | +$9.36K | 0.24% | 109 |
|
|
2019
Q4 | $328K | Sell |
2,351
-506
| -18% | -$64.9K | 0.26% | 93 |
|
|
2019
Q3 | $336K | Sell |
2,857
-40
| -1% | -$4.52K | 0.28% | 97 |
|
|
2019
Q2 | $324K | Sell |
2,897
-2,200
| -43% | -$243K | 0.26% | 97 |
|
|
2019
Q1 | $516K | Buy |
5,097
+576
| +13% | +$59.3K | 0.45% | 65 |
|
|
2018
Q4 | $441K | Sell |
4,521
-488
| -10% | -$52K | 0.44% | 66 |
|
|
2018
Q3 | $565K | Sell |
5,009
-2,030
| -29% | -$230K | 0.46% | 60 |
|
|
2018
Q2 | $733K | Sell |
7,039
-59
| -0.8% | -$6.47K | 0.45% | 52 |
|
|
2018
Q1 | $781K | Buy |
7,098
+2,185
| +44% | +$247K | 0.43% | 54 |
|
|
2017
Q4 | $525K | Sell |
4,913
-348
| -7% | -$35.2K | 0.3% | 61 |
|
|
2017
Q3 | $502K | Sell |
5,261
-501
| -9% | -$46.2K | 0.28% | 60 |
|
|
2017
Q2 | $527K | Buy |
5,762
+492
| +9% | +$42.5K | 0.28% | 63 |
|
|
2017
Q1 | $463K | Sell |
5,270
-4,084
| -44% | -$360K | 0.26% | 61 |
|
|
2016
Q4 | $807K | Sell |
9,354
-401
| -4% | -$30.6K | 0.49% | 54 |
|
|
2016
Q3 | $650K | Buy |
9,755
+463
| +5% | +$30.2K | 0.44% | 56 |
|
|
2016
Q2 | $577K | Sell |
9,292
-14,586
| -61% | -$911K | 0.39% | 59 |
|
|
2016
Q1 | $1.41M | Sell |
23,878
-152
| -0.6% | -$8.88K | 0.95% | 15 |
|
|
2015
Q4 | $1.59M | Sell |
24,030
-260
| -1% | -$16.9K | 1.08% | 13 |
|
|
2015
Q3 | $1.48M | Sell |
24,290
-1,369
| -5% | -$89.7K | 1.06% | 14 |
|
|
2015
Q2 | $1.74M | Sell |
25,659
-288
| -1% | -$18.8K | 1.14% | 11 |
|
|
2015
Q1 | $1.57M | Sell |
25,947
-1,171
| -4% | -$69.3K | 0.93% | 22 |
|
|
2014
Q4 | $1.7M | Sell |
27,118
-5,615
| -17% | -$338K | 0.92% | 23 |
|
|
2014
Q3 | $1.97M | Sell |
32,733
-272
| -0.8% | -$15.9K | 1.05% | 20 |
|
|
2014
Q2 | $1.9M | Sell |
33,005
-529
| -2% | -$29.7K | 0.96% | 23 |
|
|
2014
Q1 | $2.04M | Sell |
33,534
-2,923
| -8% | -$169K | 1.06% | 22 |
|
|
2013
Q4 | $2.13M | Buy |
36,457
+5,715
| +19% | +$313K | 1.05% | 23 |
|
|
2013
Q3 | $1.59M | Sell |
30,742
-7,259
| -19% | -$389K | 0.91% | 23 |
|
|
2013
Q2 | $2.01M | Buy |
+38,001
| New | +$1.93M | 0.93% | 21 |
|
Other funds holding JPM
