National Investment Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,529
| Closed | -$1.95M | – | 31 |
|
|
2019
Q3 | $1.95M | Sell |
16,529
-1,119
| -6% | -$132K | 2.26% | 15 |
|
|
2019
Q2 | $1.97M | Sell |
17,648
-872
| -5% | -$97.5K | 2.27% | 14 |
|
|
2019
Q1 | $1.88M | Sell |
18,520
-872
| -4% | -$88.3K | 2.05% | 15 |
|
|
2018
Q4 | $1.89M | Sell |
19,392
-483
| -2% | -$47.1K | 2.2% | 13 |
|
|
2018
Q3 | $2.24M | Sell |
19,875
-2,383
| -11% | -$269K | 2.2% | 11 |
|
|
2018
Q2 | $2.32M | Sell |
22,258
-147
| -0.7% | -$15.3K | 2.16% | 17 |
|
|
2018
Q1 | $2.46M | Sell |
22,405
-859
| -4% | -$94.5K | 2.3% | 12 |
|
|
2017
Q4 | $2.49M | Sell |
23,264
-1,657
| -7% | -$177K | 2.39% | 15 |
|
|
2017
Q3 | $2.38M | Sell |
24,921
-79
| -0.3% | -$7.55K | 2.45% | 13 |
|
|
2017
Q2 | $2.29M | Sell |
25,000
-1,583
| -6% | -$145K | 2.4% | 14 |
|
|
2017
Q1 | $2.34M | Sell |
26,583
-16,139
| -38% | -$1.42M | 2.34% | 18 |
|
|
2016
Q4 | $3.69M | Sell |
42,722
-525
| -1% | -$45.3K | 4.07% | 2 |
|
|
2016
Q3 | $2.88M | Sell |
43,247
-966
| -2% | -$64.3K | 3.25% | 9 |
|
|
2016
Q2 | $2.75M | Sell |
44,213
-1,793
| -4% | -$111K | 3.14% | 12 |
|
|
2016
Q1 | $2.72M | Sell |
46,006
-1,172
| -2% | -$69.4K | 3.15% | 12 |
|
|
2015
Q4 | $3.12M | Sell |
47,178
-1,026
| -2% | -$67.7K | 3.53% | 7 |
|
|
2015
Q3 | $2.94M | Sell |
48,204
-1,734
| -3% | -$106K | 3.47% | 8 |
|
|
2015
Q2 | $3.38M | Sell |
49,938
-3,323
| -6% | -$225K | 3.54% | 10 |
|
|
2015
Q1 | $3.23M | Buy |
53,261
+47,577
| +837% | +$2.88M | 3.28% | 11 |
|
|
2014
Q4 | $356K | Sell |
5,684
-60,494
| -91% | -$3.79M | 3.37% | 9 |
|
|
2014
Q3 | $3.99M | Buy |
66,178
+74
| +0.1% | +$4.46K | 3.26% | 5 |
|
|
2014
Q2 | $3.81M | Hold |
66,104
| – | – | 3.1% | 4 |
|
|
2014
Q1 | $4.01M | Buy |
66,104
+46
| +0.1% | +$2.79K | 3.45% | 1 |
|
|
2013
Q4 | $3.86M | Hold |
66,058
| – | – | 3.01% | 5 |
|
|
2013
Q3 | $3.42M | Hold |
66,058
| – | – | 2.68% | 4 |
|
|
2013
Q2 | $3.49M | Buy |
+66,058
| New | +$3.49M | 2.87% | 3 |
|