PAS
Partnervest Advisory Services’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.87M | Buy |
29,800
+3,384
| +13% | +$326K | 0.91% | 15 |
|
|
2020
Q2 | $2.49M | Buy |
26,416
+1,291
| +5% | +$121K | 0.94% | 14 |
|
|
2020
Q1 | $2.26M | Buy |
25,125
+199
| +0.8% | +$17.9K | 1.02% | 13 |
|
|
2019
Q4 | $3.48M | Buy |
24,926
+2,957
| +13% | +$412K | 1.27% | 10 |
|
|
2019
Q3 | $2.59M | Buy |
21,969
+4,785
| +28% | +$563K | 0.93% | 16 |
|
|
2019
Q2 | $1.92M | Buy |
17,184
+855
| +5% | +$95.6K | 0.76% | 21 |
|
|
2019
Q1 | $1.65M | Sell |
16,329
-4,391
| -21% | -$445K | 0.69% | 23 |
|
|
2018
Q4 | $2.02M | Sell |
20,720
-5,719
| -22% | -$558K | 0.98% | 15 |
|
|
2018
Q3 | $2.98M | Buy |
26,439
+1,285
| +5% | +$145K | 1.18% | 15 |
|
|
2018
Q2 | $2.62M | Buy |
25,154
+1,320
| +6% | +$138K | 1.21% | 12 |
|
|
2018
Q1 | $2.62M | Buy |
23,834
+528
| +2% | +$58.1K | 1.25% | 12 |
|
|
2017
Q4 | $2.49M | Buy |
23,306
+1,230
| +6% | +$132K | 1.21% | 13 |
|
|
2017
Q3 | $2.11M | Buy |
22,076
+76
| +0.3% | +$7.26K | 1.03% | 18 |
|
|
2017
Q2 | $2.01M | Buy |
22,000
+411
| +2% | +$37.6K | 0.91% | 21 |
|
|
2017
Q1 | $1.9M | Buy |
21,589
+417
| +2% | +$36.6K | 0.86% | 21 |
|
|
2016
Q4 | $1.83M | Sell |
21,172
-254
| -1% | -$21.9K | 0.85% | 20 |
|
|
2016
Q3 | $1.43M | Buy |
21,426
+1,049
| +5% | +$69.9K | 0.67% | 27 |
|
|
2016
Q2 | $1.27M | Buy |
20,377
+1,247
| +7% | +$77.5K | 0.63% | 27 |
|
|
2016
Q1 | $1.13M | Buy |
19,130
+958
| +5% | +$56.7K | 0.59% | 27 |
|
|
2015
Q4 | $1.2M | Sell |
18,172
-270
| -1% | -$17.8K | 0.67% | 27 |
|
|
2015
Q3 | $1.12M | Sell |
18,442
-1,668
| -8% | -$102K | 0.64% | 23 |
|
|
2015
Q2 | $1.36M | Buy |
20,110
+538
| +3% | +$36.5K | 0.68% | 22 |
|
|
2015
Q1 | $1.19M | Buy |
19,572
+771
| +4% | +$46.7K | 0.61% | 24 |
|
|
2014
Q4 | $1.18M | Buy |
18,801
+9,533
| +103% | +$597K | 0.57% | 32 |
|
|
2014
Q3 | $558K | Buy |
9,268
+373
| +4% | +$22.5K | 0.29% | 63 |
|
|
2014
Q2 | $513K | Buy |
8,895
+310
| +4% | +$17.9K | 0.23% | 66 |
|
|
2014
Q1 | $521K | Sell |
8,585
-144
| -2% | -$8.74K | 0.23% | 61 |
|
|
2013
Q4 | $510K | Sell |
8,729
-178
| -2% | -$10.4K | 0.24% | 68 |
|
|
2013
Q3 | $460K | Buy |
8,907
+1,441
| +19% | +$74.4K | 0.23% | 61 |
|
|
2013
Q2 | $394K | Buy |
+7,466
| New | +$394K | 0.18% | 57 |
|