Nikko Asset Management Americas’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 |
-16,249
| Closed | -$1.55M | – | 180 |
|
|
2017
Q4 | $1.55M | Hold |
16,249
| – | – | 0.04% | 143 |
|
|
2017
Q3 | $1.55M | Buy |
16,249
+400
| +3% | +$38.2K | 0.08% | 133 |
|
|
2017
Q2 | $1.45M | Sell |
15,849
-2,000
| -11% | -$183K | 0.09% | 144 |
|
|
2017
Q1 | $1.57M | Sell |
17,849
-1,900
| -10% | -$167K | 0.12% | 102 |
|
|
2016
Q4 | $1.7M | Buy |
19,749
+600
| +3% | +$51.8K | 0.14% | 93 |
|
|
2016
Q3 | $1.28M | Sell |
19,149
-2,600
| -12% | -$173K | 0.11% | 95 |
|
|
2016
Q2 | $1.33M | Buy |
21,749
+1,600
| +8% | +$97.9K | 0.13% | 96 |
|
|
2016
Q1 | $1.2M | Hold |
20,149
| – | – | 0.14% | 90 |
|
|
2015
Q4 | $1.34M | Hold |
20,149
| – | – | 0.15% | 95 |
|
|
2015
Q3 | $1.21M | Hold |
20,149
| – | – | 0.12% | 94 |
|
|
2015
Q2 | $1.35M | Hold |
20,149
| – | – | 0.09% | 97 |
|
|
2015
Q1 | $1.23M | Sell |
20,149
-14,100
| -41% | -$859K | 0.1% | 97 |
|
|
2014
Q4 | $2.16M | Sell |
34,249
-18,400
| -35% | -$1.16M | 0.15% | 84 |
|
|
2014
Q3 | $3.18M | Buy |
52,649
+30,800
| +141% | +$1.86M | 0.19% | 70 |
|
|
2014
Q2 | $1.26M | Hold |
21,849
| – | – | 0.06% | 105 |
|
|
2014
Q1 | $1.31M | Sell |
21,849
-14,500
| -40% | -$871K | 0.06% | 97 |
|
|
2013
Q4 | $2.11M | Sell |
36,349
-4,000
| -10% | -$232K | 0.08% | 80 |
|
|
2013
Q3 | $2.11M | Sell |
40,349
-9,400
| -19% | -$491K | 0.07% | 79 |
|
|
2013
Q2 | $2.64M | Buy |
+49,749
| New | +$2.64M | 0.09% | 69 |
|