NAM
Needelman Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-14,618
| Closed | -$1.52M | – | 19 |
|
|
2018
Q2 | $1.52M | Hold |
14,618
| – | – | 3.31% | 10 |
|
|
2018
Q1 | $1.61M | Sell |
14,618
-300
| -2% | -$33K | 3.47% | 9 |
|
|
2017
Q4 | $1.6M | Sell |
14,918
-825
| -5% | -$88.2K | 3.99% | 2 |
|
|
2017
Q3 | $1.5M | Sell |
15,743
-115
| -0.7% | -$11K | 3.69% | 5 |
|
|
2017
Q2 | $1.45M | Sell |
15,858
-100
| -0.6% | -$9.14K | 3.73% | 5 |
|
|
2017
Q1 | $1.4M | Hold |
15,958
| – | – | 3.75% | 5 |
|
|
2016
Q4 | $1.38M | Sell |
15,958
-80
| -0.5% | -$6.9K | 3.82% | 3 |
|
|
2016
Q3 | $1.07M | Sell |
16,038
-1,550
| -9% | -$103K | 3.21% | 11 |
|
|
2016
Q2 | $1.09M | Hold |
17,588
| – | – | 3.12% | 10 |
|
|
2016
Q1 | $1.04M | Buy |
17,588
+375
| +2% | +$22.2K | 3.05% | 10 |
|
|
2015
Q4 | $1.14M | Sell |
17,213
-120
| -0.7% | -$7.93K | 3.45% | 11 |
|
|
2015
Q3 | $1.06M | Hold |
17,333
| – | – | 3.47% | 9 |
|
|
2015
Q2 | $1.17M | Sell |
17,333
-540
| -3% | -$36.6K | 3.71% | 6 |
|
|
2015
Q1 | $1.08M | Sell |
17,873
-70
| -0.4% | -$4.24K | 3.29% | 12 |
|
|
2014
Q4 | $1.12M | Hold |
17,943
| – | – | 3.44% | 10 |
|
|
2014
Q3 | $1.08M | Sell |
17,943
-250
| -1% | -$15.1K | 3.47% | 9 |
|
|
2014
Q2 | $1.05M | Hold |
18,193
| – | – | 3.31% | 9 |
|
|
2014
Q1 | $1.1M | Sell |
18,193
-75
| -0.4% | -$4.55K | 3.59% | 6 |
|
|
2013
Q4 | $1.07M | Buy |
18,268
+265
| +1% | +$15.5K | 3.52% | 6 |
|
|
2013
Q3 | $931K | Sell |
18,003
-50
| -0.3% | -$2.59K | 3.34% | 7 |
|
|
2013
Q2 | $953K | Buy |
+18,053
| New | +$953K | 3.48% | 4 |
|