MU Investments Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-980
| Closed | -$106K | – | 84 |
|
|
2017
Q4 | $106K | Sell |
980
-450
| -31% | -$48.7K | 0.07% | 28 |
|
|
2017
Q3 | $136K | Sell |
1,430
-380
| -21% | -$36.1K | 0.11% | 27 |
|
|
2017
Q2 | $165K | Sell |
1,810
-600
| -25% | -$54.7K | 0.12% | 30 |
|
|
2017
Q1 | $215K | Sell |
2,410
-270
| -10% | -$24.1K | 0.15% | 30 |
|
|
2016
Q4 | $230K | Sell |
2,680
-1,230
| -31% | -$106K | 0.17% | 31 |
|
|
2016
Q3 | $257K | Sell |
3,910
-4,220
| -52% | -$277K | 0.19% | 32 |
|
|
2016
Q2 | $498K | Sell |
8,130
-6,970
| -46% | -$427K | 0.34% | 32 |
|
|
2016
Q1 | $902K | Sell |
15,100
-420
| -3% | -$25.1K | 0.57% | 29 |
|
|
2015
Q4 | $1.03M | Sell |
15,520
-7,676
| -33% | -$509K | 0.61% | 31 |
|
|
2015
Q3 | $1.39M | Sell |
23,196
-100
| -0.4% | -$5.98K | 0.75% | 28 |
|
|
2015
Q2 | $1.57M | Sell |
23,296
-700
| -3% | -$47K | 0.74% | 29 |
|
|
2015
Q1 | $1.46M | Sell |
23,996
-1,550
| -6% | -$94.5K | 0.68% | 30 |
|
|
2014
Q4 | $1.6M | Sell |
25,546
-200
| -0.8% | -$12.5K | 0.69% | 30 |
|
|
2014
Q3 | $1.55M | Sell |
25,746
-3,560
| -12% | -$215K | 0.76% | 27 |
|
|
2014
Q2 | $1.69M | Sell |
29,306
-2,680
| -8% | -$154K | 0.77% | 27 |
|
|
2014
Q1 | $1.92M | Sell |
31,986
-5,470
| -15% | -$328K | 0.89% | 25 |
|
|
2013
Q4 | $2.18M | Sell |
37,456
-240
| -0.6% | -$14K | 0.94% | 25 |
|
|
2013
Q3 | $1.97M | Buy |
37,696
+1,100
| +3% | +$57.5K | 0.94% | 25 |
|
|
2013
Q2 | $1.95M | Buy |
+36,596
| New | +$1.95M | 0.82% | 33 |
|