MBT
Monroe Bank & Trust’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.53M | Sell |
13,682
-1,423
| -9% | -$159K | 0.51% | 33 |
|
|
2019
Q1 | $1.53M | Buy |
15,105
+527
| +4% | +$53.3K | 0.49% | 36 |
|
|
2018
Q4 | $1.42M | Sell |
14,578
-646
| -4% | -$63.1K | 0.48% | 31 |
|
|
2018
Q3 | $1.72M | Buy |
15,224
+176
| +1% | +$19.9K | 0.53% | 32 |
|
|
2018
Q2 | $1.57M | Sell |
15,048
-671
| -4% | -$69.9K | 0.49% | 34 |
|
|
2018
Q1 | $1.73M | Buy |
15,719
+999
| +7% | +$110K | 0.55% | 27 |
|
|
2017
Q4 | $1.57M | Sell |
14,720
-669
| -4% | -$71.5K | 0.49% | 37 |
|
|
2017
Q3 | $1.47M | Buy |
15,389
+746
| +5% | +$71.3K | 0.48% | 38 |
|
|
2017
Q2 | $1.34M | Sell |
14,643
-1,245
| -8% | -$114K | 0.44% | 45 |
|
|
2017
Q1 | $1.4M | Sell |
15,888
-1,144
| -7% | -$100K | 0.46% | 41 |
|
|
2016
Q4 | $1.47M | Buy |
17,032
+308
| +2% | +$26.6K | 0.5% | 38 |
|
|
2016
Q3 | $1.16M | Sell |
16,724
-1,525
| -8% | -$106K | 0.42% | 47 |
|
|
2016
Q2 | $1.13M | Sell |
18,249
-873
| -5% | -$54.2K | 0.39% | 53 |
|
|
2016
Q1 | $1.13M | Buy |
19,122
+80
| +0.4% | +$4.74K | 0.39% | 54 |
|
|
2015
Q4 | $1.26M | Buy |
19,042
+48
| +0.3% | +$3.17K | 0.45% | 50 |
|
|
2015
Q3 | $1.16M | Buy |
18,994
+25
| +0.1% | +$1.52K | 0.42% | 52 |
|
|
2015
Q2 | $1.29M | Sell |
18,969
-292
| -2% | -$19.8K | 0.44% | 54 |
|
|
2015
Q1 | $1.17M | Sell |
19,261
-320
| -2% | -$19.4K | 0.4% | 61 |
|
|
2014
Q4 | $1.23M | Buy |
19,581
+1,495
| +8% | +$93.5K | 0.41% | 63 |
|
|
2014
Q3 | $1.09M | Sell |
18,086
-1,956
| -10% | -$118K | 0.4% | 64 |
|
|
2014
Q2 | $1.16M | Buy |
20,042
+1,306
| +7% | +$75.3K | 0.38% | 63 |
|
|
2014
Q1 | $1.14M | Sell |
18,736
-458
| -2% | -$27.8K | 0.38% | 62 |
|
|
2013
Q4 | $1.12M | Sell |
19,194
-110
| -0.6% | -$6.43K | 0.44% | 63 |
|
|
2013
Q3 | $998K | Buy |
19,304
+565
| +3% | +$29.2K | 0.41% | 67 |
|
|
2013
Q2 | $989K | Buy |
+18,739
| New | +$989K | 0.44% | 66 |
|