PC
Palo Capital’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $651K | Sell |
6,670
-50
| -0.7% | -$4.88K | 0.28% | 95 |
|
|
2018
Q3 | $758K | Sell |
6,720
-5,915
| -47% | -$667K | 0.27% | 97 |
|
|
2018
Q2 | $1.32M | Hold |
12,635
| – | – | 0.48% | 71 |
|
|
2018
Q1 | $1.39M | Buy |
12,635
+3,465
| +38% | +$381K | 0.5% | 72 |
|
|
2017
Q4 | $981K | Hold |
9,170
| – | – | 0.44% | 72 |
|
|
2017
Q3 | $876K | Buy |
9,170
+71
| +0.8% | +$6.78K | 0.46% | 71 |
|
|
2017
Q2 | $832K | Buy |
9,099
+1,346
| +17% | +$123K | 0.47% | 76 |
|
|
2017
Q1 | $681K | Buy |
7,753
+40
| +0.5% | +$3.51K | 0.4% | 86 |
|
|
2016
Q4 | $666K | Sell |
7,713
-773
| -9% | -$66.7K | 0.42% | 82 |
|
|
2016
Q3 | $565K | Sell |
8,486
-9,226
| -52% | -$614K | 0.39% | 78 |
|
|
2016
Q2 | $1.1M | Buy |
17,712
+8,261
| +87% | +$513K | 0.38% | 74 |
|
|
2016
Q1 | $560K | Sell |
9,451
-14,209
| -60% | -$842K | 0.44% | 80 |
|
|
2015
Q4 | $1.56M | Sell |
23,660
-8,360
| -26% | -$552K | 1.41% | 14 |
|
|
2015
Q3 | $1.95M | Buy |
32,020
+5,175
| +19% | +$315K | 1.7% | 9 |
|
|
2015
Q2 | $1.82M | Sell |
26,845
-2,135
| -7% | -$145K | 1.43% | 14 |
|
|
2015
Q1 | $1.73M | Sell |
28,980
-1,420
| -5% | -$84.8K | 1.41% | 15 |
|
|
2014
Q4 | $1.9M | Buy |
+30,400
| New | +$1.9M | 1.6% | 12 |
|