OWD
Osborn Williams & Donohoe’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $9.13M | Buy |
101,369
+3,113
| +3% | +$280K | 1.2% | 23 |
|
|
2019
Q4 | $13.7M | Sell |
98,256
-3,255
| -3% | -$454K | 1.37% | 16 |
|
|
2019
Q3 | $11.9M | Buy |
101,511
+7,161
| +8% | +$843K | 1.2% | 20 |
|
|
2019
Q2 | $10.5M | Sell |
94,350
-1,308
| -1% | -$146K | 1.09% | 24 |
|
|
2019
Q1 | $10.2M | Buy |
95,658
+15,210
| +19% | +$1.62M | 1.04% | 23 |
|
|
2018
Q4 | $7.85M | Buy |
80,448
+2,608
| +3% | +$255K | 1.39% | 22 |
|
|
2018
Q3 | $8.78M | Sell |
77,840
-351
| -0.4% | -$39.6K | 1.37% | 21 |
|
|
2018
Q2 | $8.15M | Buy |
78,191
+565
| +0.7% | +$58.9K | 1.38% | 20 |
|
|
2018
Q1 | $8.54M | Sell |
77,626
-321
| -0.4% | -$35.3K | 1.48% | 17 |
|
|
2017
Q4 | $8.34M | Buy |
77,947
+558
| +0.7% | +$59.7K | 1.43% | 20 |
|
|
2017
Q3 | $7.39M | Sell |
77,389
-1,756
| -2% | -$168K | 1.33% | 23 |
|
|
2017
Q2 | $7.23M | Sell |
79,145
-2,708
| -3% | -$248K | 1.31% | 24 |
|
|
2017
Q1 | $7.19M | Buy |
81,853
+1,085
| +1% | +$95.3K | 1.3% | 25 |
|
|
2016
Q4 | $6.97M | Sell |
80,768
-986
| -1% | -$85.1K | 1.31% | 25 |
|
|
2016
Q3 | $5.44M | Sell |
81,754
-3,480
| -4% | -$232K | 1.04% | 30 |
|
|
2016
Q2 | $5.3M | Buy |
85,234
+344
| +0.4% | +$21.4K | 1.03% | 33 |
|
|
2016
Q1 | $5.03M | Buy |
84,890
+564
| +0.7% | +$33.4K | 1.01% | 32 |
|
|
2015
Q4 | $5.57M | Sell |
84,326
-591
| -0.7% | -$39K | 1.15% | 31 |
|
|
2015
Q3 | $5.22M | Buy |
84,917
+740
| +0.9% | +$45.5K | 1.13% | 34 |
|
|
2015
Q2 | $5.8M | Buy |
84,177
+1,826
| +2% | +$126K | 1.17% | 30 |
|
|
2015
Q1 | $4.99M | Buy |
82,351
+6,633
| +9% | +$402K | 0.97% | 33 |
|
|
2014
Q4 | $4.74M | Buy |
75,718
+6,593
| +10% | +$413K | 0.93% | 35 |
|
|
2014
Q3 | $4.16M | Sell |
69,125
-1,277
| -2% | -$76.9K | 0.87% | 40 |
|
|
2014
Q2 | $3.93M | Buy |
70,402
+755
| +1% | +$42.1K | 0.81% | 41 |
|
|
2014
Q1 | $4.23M | Buy |
69,647
+6,002
| +9% | +$364K | 0.93% | 39 |
|
|
2013
Q4 | $3.72M | Buy |
63,645
+1,238
| +2% | +$72.4K | 0.84% | 42 |
|
|
2013
Q3 | $3.23M | Buy |
62,407
+2,632
| +4% | +$136K | 0.79% | 43 |
|
|
2013
Q2 | $3.16M | Buy |
+59,775
| New | +$3.16M | 0.82% | 41 |
|