National Planning Corporation’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-32,082
| Closed | -$3.06M | – | 338 |
|
|
2017
Q3 | $3.06M | Sell |
32,082
-2,553
| -7% | -$244K | 0.26% | 87 |
|
|
2017
Q2 | $3.21M | Buy |
34,635
+1,957
| +6% | +$181K | 0.24% | 93 |
|
|
2017
Q1 | $2.85M | Buy |
32,678
+89
| +0.3% | +$7.77K | 0.22% | 102 |
|
|
2016
Q4 | $2.76M | Buy |
32,589
+541
| +2% | +$45.8K | 0.21% | 98 |
|
|
2016
Q3 | $2.24M | Sell |
32,048
-7,953
| -20% | -$556K | 0.18% | 120 |
|
|
2016
Q2 | $2.55M | Sell |
40,001
-4,776
| -11% | -$304K | 0.2% | 109 |
|
|
2016
Q1 | $2.76M | Sell |
44,777
-10,674
| -19% | -$657K | 0.24% | 92 |
|
|
2015
Q4 | $3.2M | Buy |
55,451
+16,471
| +42% | +$951K | 0.26% | 90 |
|
|
2015
Q3 | $2.57M | Sell |
38,980
-336
| -0.9% | -$22.1K | 0.24% | 93 |
|
|
2015
Q2 | $2.68M | Buy |
39,316
+988
| +3% | +$67.4K | 0.24% | 93 |
|
|
2015
Q1 | $2.47M | Sell |
38,328
-6,105
| -14% | -$393K | 0.22% | 101 |
|
|
2014
Q4 | $2.62M | Sell |
44,433
-1,428
| -3% | -$84.4K | 0.19% | 102 |
|
|
2014
Q3 | $2.77M | Sell |
45,861
-315
| -0.7% | -$19K | 0.21% | 90 |
|
|
2014
Q2 | $2.66M | Buy |
46,176
+2,298
| +5% | +$132K | 0.21% | 95 |
|
|
2014
Q1 | $2.65M | Buy |
43,878
+368
| +0.8% | +$22.3K | 0.23% | 87 |
|
|
2013
Q4 | $2.55M | Sell |
43,510
-388
| -0.9% | -$22.7K | 0.23% | 101 |
|
|
2013
Q3 | $2.27M | Buy |
43,898
+13,432
| +44% | +$695K | 0.22% | 105 |
|
|
2013
Q2 | $1.61M | Buy |
+30,466
| New | +$1.61M | 0.2% | 115 |
|