MCMT
Moon Capital Management (Tennessee)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,685
| Closed | -$235K | – | 44 |
|
|
2019
Q4 | $235K | Buy |
+1,685
| New | +$235K | 0.24% | 45 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$224K | – | 46 |
|
|
2019
Q2 | $224K | Sell |
2,000
-55
| -3% | -$6.15K | 0.24% | 43 |
|
|
2019
Q1 | $208K | Hold |
2,055
| – | – | 0.24% | 45 |
|
|
2018
Q4 | $201K | Hold |
2,055
| – | – | 0.25% | 44 |
|
|
2018
Q3 | $233K | Sell |
2,055
-2,900
| -59% | -$329K | 0.23% | 44 |
|
|
2018
Q2 | $516K | Sell |
4,955
-53,352
| -92% | -$5.56M | 0.55% | 30 |
|
|
2018
Q1 | $6.41M | Sell |
58,307
-7,194
| -11% | -$791K | 7.53% | 2 |
|
|
2017
Q4 | $7M | Sell |
65,501
-168
| -0.3% | -$18K | 7.18% | 2 |
|
|
2017
Q3 | $6.27M | Sell |
65,669
-2,887
| -4% | -$276K | 7.26% | 2 |
|
|
2017
Q2 | $6.27M | Sell |
68,556
-1,658
| -2% | -$152K | 6.81% | 2 |
|
|
2017
Q1 | $6.17M | Sell |
70,214
-896
| -1% | -$78.7K | 7.2% | 2 |
|
|
2016
Q4 | $6.14M | Sell |
71,110
-2,186
| -3% | -$189K | 9.61% | 2 |
|
|
2016
Q3 | $4.88M | Sell |
73,296
-4,315
| -6% | -$287K | 6.75% | 3 |
|
|
2016
Q2 | $4.82M | Sell |
77,611
-566
| -0.7% | -$35.2K | 6.02% | 2 |
|
|
2016
Q1 | $4.63M | Buy |
78,177
+1,145
| +1% | +$67.8K | 5.9% | 3 |
|
|
2015
Q4 | $5.09M | Sell |
77,032
-661
| -0.9% | -$43.6K | 6.72% | 3 |
|
|
2015
Q3 | $4.74M | Buy |
77,693
+1,417
| +2% | +$86.4K | 6.84% | 3 |
|
|
2015
Q2 | $5.17M | Buy |
76,276
+945
| +1% | +$64K | 7.07% | 4 |
|
|
2015
Q1 | $4.56M | Sell |
75,331
-1,547
| -2% | -$93.7K | 7.04% | 4 |
|
|
2014
Q4 | $4.81M | Buy |
76,878
+19
| +0% | +$1.19K | 6.86% | 4 |
|
|
2014
Q3 | $4.63M | Sell |
76,859
-746
| -1% | -$44.9K | 7.68% | 4 |
|
|
2014
Q2 | $4.47M | Buy |
77,605
+12,547
| +19% | +$723K | 7.06% | 4 |
|
|
2014
Q1 | $3.95M | Sell |
65,058
-179
| -0.3% | -$10.9K | 5.34% | 6 |
|
|
2013
Q4 | $3.82M | Sell |
65,237
-2,283
| -3% | -$134K | 5.48% | 6 |
|
|
2013
Q3 | $3.49M | Buy |
+67,520
| New | +$3.49M | 4.97% | 5 |
|