Oakbrook Investments’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $837K | Sell |
9,300
-33,091
| -78% | -$4.02M | 2.14% | 12 |
|
|
2019
Q4 | $5.91M | Sell |
42,391
-63,163
| -60% | -$8.1M | 1.2% | 5 |
|
|
2019
Q3 | $12.4M | Sell |
105,554
-21,075
| -17% | -$2.38M | 0.81% | 28 |
|
|
2019
Q2 | $14.2M | Sell |
126,629
-2,865
| -2% | -$316K | 0.85% | 26 |
|
|
2019
Q1 | $13.1M | Buy |
129,494
+1,995
| +2% | +$206K | 0.8% | 28 |
|
|
2018
Q4 | $12.4M | Sell |
127,499
-21,615
| -14% | -$2.3M | 0.84% | 29 |
|
|
2018
Q3 | $16.8M | Buy |
149,114
+1,780
| +1% | +$202K | 0.93% | 27 |
|
|
2018
Q2 | $15.4M | Sell |
147,334
-20,869
| -12% | -$2.29M | 0.97% | 26 |
|
|
2018
Q1 | $18.5M | Buy |
168,203
+12,590
| +8% | +$1.43M | 1.15% | 25 |
|
|
2017
Q4 | $16.6M | Sell |
155,613
-6,000
| -4% | -$608K | 1.06% | 25 |
|
|
2017
Q3 | $15.4M | Sell |
161,613
-43,850
| -21% | -$4.04M | 1% | 29 |
|
|
2017
Q2 | $18.8M | Buy |
205,463
+92,700
| +82% | +$8M | 1.25% | 24 |
|
|
2017
Q1 | $9.9M | Sell |
112,763
-93,360
| -45% | -$8.24M | 0.65% | 42 |
|
|
2016
Q4 | $17.8M | Sell |
206,123
-40,000
| -16% | -$3.05M | 1.16% | 25 |
|
|
2016
Q3 | $16.4M | Sell |
246,123
-53,200
| -18% | -$3.47M | 1% | 31 |
|
|
2016
Q2 | $18.6M | Buy |
299,323
+54,000
| +22% | +$3.37M | 1.03% | 27 |
|
|
2016
Q1 | $14.5M | Sell |
245,323
-10,150
| -4% | -$593K | 0.94% | 32 |
|
|
2015
Q4 | $16.9M | Sell |
255,473
-9,332
| -4% | -$608K | 1.08% | 23 |
|
|
2015
Q3 | $16.1M | Sell |
264,805
-5,650
| -2% | -$370K | 1.06% | 23 |
|
|
2015
Q2 | $18.3M | Sell |
270,455
-47,382
| -15% | -$3.09M | 1.12% | 21 |
|
|
2015
Q1 | $19.3M | Sell |
317,837
-9,100
| -3% | -$539K | 1.04% | 21 |
|
|
2014
Q4 | $20.5M | Sell |
326,937
-23,600
| -7% | -$1.42M | 1.1% | 23 |
|
|
2014
Q3 | $21.1M | Sell |
350,537
-365,840
| -51% | -$21.4M | 1.14% | 20 |
|
|
2014
Q2 | $41.3M | Sell |
716,377
-319,801
| -31% | -$18M | 1.25% | 16 |
|
|
2014
Q1 | $62.9M | Sell |
1,036,178
-147,179
| -12% | -$8.51M | 1.98% | 4 |
|
|
2013
Q4 | $69.2M | Sell |
1,183,357
-88,290
| -7% | -$4.84M | 1.92% | 5 |
|
|
2013
Q3 | $65.7M | Buy |
1,271,647
+53,571
| +4% | +$2.87M | 1.92% | 4 |
|
|
2013
Q2 | $64.3M | Buy |
+1,218,076
| New | +$61.9M | 1.86% | 6 |
|
Other funds holding JPM
