Northern Capital Management (Wisconsin)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.83M | Buy |
49,495
+2,685
| +6% | +$262K | 1.3% | 15 |
|
|
2018
Q3 | $5.28M | Buy |
46,810
+40
| +0.1% | +$4.51K | 1.21% | 18 |
|
|
2018
Q2 | $4.87M | Sell |
46,770
-212
| -0.5% | -$22.1K | 1.18% | 20 |
|
|
2018
Q1 | $5.17M | Sell |
46,982
-395
| -0.8% | -$43.4K | 1.33% | 12 |
|
|
2017
Q4 | $5.07M | Sell |
47,377
-3,045
| -6% | -$326K | 1.31% | 13 |
|
|
2017
Q3 | $4.82M | Buy |
50,422
+3,070
| +6% | +$293K | 1.49% | 10 |
|
|
2017
Q2 | $4.33M | Buy |
47,352
+3,210
| +7% | +$293K | 1.61% | 10 |
|
|
2017
Q1 | $3.88M | Sell |
44,142
-5,080
| -10% | -$446K | 1.54% | 12 |
|
|
2016
Q4 | $4.25M | Sell |
49,222
-9,410
| -16% | -$812K | 1.77% | 9 |
|
|
2016
Q3 | $3.9M | Sell |
58,632
-450
| -0.8% | -$30K | 1.76% | 11 |
|
|
2016
Q2 | $3.67M | Sell |
59,082
-165
| -0.3% | -$10.3K | 1.64% | 14 |
|
|
2016
Q1 | $3.51M | Sell |
59,247
-25
| -0% | -$1.48K | 1.56% | 12 |
|
|
2015
Q4 | $3.91M | Buy |
59,272
+750
| +1% | +$49.5K | 1.71% | 7 |
|
|
2015
Q3 | $3.57M | Sell |
58,522
-50
| -0.1% | -$3.05K | 1.55% | 8 |
|
|
2015
Q2 | $3.97M | Sell |
58,572
-2,250
| -4% | -$152K | 1.85% | 4 |
|
|
2015
Q1 | $3.69M | Buy |
60,822
+2,320
| +4% | +$141K | 1.77% | 10 |
|
|
2014
Q4 | $3.66M | Buy |
58,502
+3,127
| +6% | +$196K | 1.81% | 10 |
|
|
2014
Q3 | $3.34M | Sell |
55,375
-175
| -0.3% | -$10.5K | 1.69% | 8 |
|
|
2014
Q2 | $3.2M | Buy |
55,550
+1,560
| +3% | +$89.9K | 1.59% | 15 |
|
|
2014
Q1 | $3.28M | Buy |
53,990
+1,285
| +2% | +$78K | 1.63% | 11 |
|
|
2013
Q4 | $3.08M | Sell |
52,705
-4,275
| -8% | -$250K | 1.61% | 13 |
|
|
2013
Q3 | $2.95M | Buy |
56,980
+43,030
| +308% | +$2.22M | 1.72% | 13 |
|
|
2013
Q2 | $736K | Buy |
+13,950
| New | +$736K | 0.46% | 71 |
|