Mitsubishi UFJ Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,730
| Closed | -$193K | – | 146 |
|
|
2019
Q2 | $193K | Buy |
+1,730
| New | +$193K | 0.64% | 41 |
|
|
2018
Q4 | – | Sell |
-2,020
| Closed | -$228K | – | 162 |
|
|
2018
Q3 | $228K | Hold |
2,020
| – | – | 0.73% | 32 |
|
|
2018
Q2 | $210K | Sell |
2,020
-1,030
| -34% | -$107K | 0.75% | 33 |
|
|
2018
Q1 | $335K | Buy |
3,050
+1,030
| +51% | +$113K | 1.29% | 23 |
|
|
2017
Q4 | $216K | Hold |
2,020
| – | – | 0.91% | 25 |
|
|
2017
Q3 | $193K | Buy |
2,020
+340
| +20% | +$32.5K | 0.92% | 26 |
|
|
2017
Q2 | $154K | Sell |
1,680
-130
| -7% | -$11.9K | 0.82% | 29 |
|
|
2017
Q1 | $159K | Sell |
1,810
-310
| -15% | -$27.2K | 0.86% | 25 |
|
|
2016
Q4 | $183K | Buy |
2,120
+1,090
| +106% | +$94.1K | 1.04% | 15 |
|
|
2016
Q3 | $69K | Hold |
1,030
| – | – | 0.36% | 61 |
|
|
2016
Q2 | $64K | Buy |
+1,030
| New | +$64K | 0.11% | 90 |
|
|
2016
Q1 | – | Sell |
-670
| Closed | -$44K | – | 243 |
|
|
2015
Q4 | $44K | Sell |
670
-710
| -51% | -$46.6K | 0.07% | 101 |
|
|
2015
Q3 | $84K | Sell |
1,380
-190
| -12% | -$11.6K | 0.59% | 30 |
|
|
2015
Q2 | $106K | Buy |
1,570
+910
| +138% | +$61.4K | 0.71% | 25 |
|
|
2015
Q1 | $40K | Buy |
+660
| New | +$40K | 0.11% | 83 |
|