OA
Outfitter Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.56M | Sell |
14,950
-700
| -4% | -$73K | 0.71% | 45 |
|
|
2018
Q1 | $1.72M | Sell |
15,650
-9,840
| -39% | -$1.08M | 0.79% | 42 |
|
|
2017
Q4 | $2.73M | Sell |
25,490
-50
| -0.2% | -$5.35K | 0.92% | 42 |
|
|
2017
Q3 | $2.44M | Sell |
25,540
-975
| -4% | -$93.1K | 0.86% | 42 |
|
|
2017
Q2 | $2.42M | Sell |
26,515
-425
| -2% | -$38.8K | 0.9% | 43 |
|
|
2017
Q1 | $2.37M | Sell |
26,940
-530
| -2% | -$46.5K | 0.89% | 44 |
|
|
2016
Q4 | $2.37M | Hold |
27,470
| – | – | 0.94% | 41 |
|
|
2016
Q3 | $1.83M | Hold |
27,470
| – | – | 0.74% | 51 |
|
|
2016
Q2 | $1.71M | Sell |
27,470
-500
| -2% | -$31.1K | 0.73% | 49 |
|
|
2016
Q1 | $1.66M | Sell |
27,970
-250
| -0.9% | -$14.8K | 0.66% | 55 |
|
|
2015
Q4 | $1.86M | Hold |
28,220
| – | – | 0.75% | 51 |
|
|
2015
Q3 | $1.72M | Buy |
28,220
+650
| +2% | +$39.6K | 0.75% | 53 |
|
|
2015
Q2 | $1.87M | Sell |
27,570
-350
| -1% | -$23.7K | 0.72% | 52 |
|
|
2015
Q1 | $1.69M | Hold |
27,920
| – | – | 0.64% | 59 |
|
|
2014
Q4 | $1.75M | Hold |
27,920
| – | – | 0.67% | 52 |
|
|
2014
Q3 | $1.68M | Buy |
27,920
+75
| +0.3% | +$4.52K | 0.65% | 56 |
|
|
2014
Q2 | $1.6M | Buy |
27,845
+1,310
| +5% | +$75.5K | 0.61% | 56 |
|
|
2014
Q1 | $1.61M | Sell |
26,535
-2,625
| -9% | -$159K | 0.64% | 59 |
|
|
2013
Q4 | $1.71M | Sell |
29,160
-558
| -2% | -$32.6K | 0.68% | 53 |
|
|
2013
Q3 | $1.54M | Buy |
29,718
+2,635
| +10% | +$136K | 0.64% | 54 |
|
|
2013
Q2 | $1.43M | Buy |
+27,083
| New | +$1.43M | 0.66% | 51 |
|