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Neuburgh Advisers’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $84M | Buy |
713,966
+68,748
| +11% | +$8.09M | 2.61% | 3 |
|
|
2019
Q2 | $72.1M | Buy |
645,218
+101,184
| +19% | +$11.3M | 2.32% | 7 |
|
|
2019
Q1 | $55.1M | Buy |
544,034
+34,816
| +7% | +$3.52M | 1.87% | 9 |
|
|
2018
Q4 | $49.7M | Sell |
509,218
-31,178
| -6% | -$3.04M | 1.95% | 10 |
|
|
2018
Q3 | $61M | Sell |
540,396
-60,860
| -10% | -$6.87M | 1.97% | 7 |
|
|
2018
Q2 | $62.7M | Buy |
601,256
+37,876
| +7% | +$3.95M | 2.09% | 6 |
|
|
2018
Q1 | $62M | Buy |
563,380
+43,554
| +8% | +$4.79M | 2.17% | 5 |
|
|
2017
Q4 | $55.6M | Sell |
519,826
-25,704
| -5% | -$2.75M | 1.99% | 6 |
|
|
2017
Q3 | $52.1M | Sell |
545,530
-7,276
| -1% | -$695K | 1.94% | 7 |
|
|
2017
Q2 | $50.5M | Buy |
552,806
+12,852
| +2% | +$1.17M | 1.91% | 8 |
|
|
2017
Q1 | $47.4M | Buy |
539,954
+319,294
| +145% | +$28M | 1.88% | 9 |
|
|
2016
Q4 | $19M | Buy |
+220,660
| New | +$19M | 0.86% | 30 |
|