Peachtree Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.55M | Buy |
26,141
+5,183
| +25% | +$506K | 1.97% | 15 |
|
|
2018
Q3 | $2.37M | Buy |
20,958
+50
| +0.2% | +$5.64K | 1.61% | 20 |
|
|
2018
Q2 | $2.18M | Buy |
20,908
+1,375
| +7% | +$143K | 1.58% | 20 |
|
|
2018
Q1 | $2.15M | Sell |
19,533
-615
| -3% | -$67.6K | 1.61% | 19 |
|
|
2017
Q4 | $2.16M | Buy |
20,148
+400
| +2% | +$42.8K | 1.65% | 19 |
|
|
2017
Q3 | $1.89M | Buy |
19,748
+325
| +2% | +$31K | 1.62% | 19 |
|
|
2017
Q2 | $1.78M | Buy |
19,423
+175
| +0.9% | +$16K | 1.52% | 19 |
|
|
2017
Q1 | $1.69M | Sell |
19,248
-727
| -4% | -$63.9K | 1.55% | 21 |
|
|
2016
Q4 | $1.72M | Sell |
19,975
-350
| -2% | -$30.2K | 1.69% | 22 |
|
|
2016
Q3 | $1.35M | Buy |
20,325
+100
| +0.5% | +$6.66K | 1.33% | 28 |
|
|
2016
Q2 | $1.26M | Sell |
20,225
-400
| -2% | -$24.9K | 1.28% | 30 |
|
|
2016
Q1 | $1.22M | Buy |
20,625
+990
| +5% | +$58.6K | 1.22% | 30 |
|
|
2015
Q4 | $1.3M | Buy |
19,635
+2,360
| +14% | +$156K | 1.36% | 26 |
|
|
2015
Q3 | $1.05M | Buy |
17,275
+1,275
| +8% | +$77.7K | 1.09% | 29 |
|
|
2015
Q2 | $1.08M | Buy |
16,000
+3,059
| +24% | +$207K | 0.81% | 35 |
|
|
2015
Q1 | $784K | Buy |
12,941
+5,850
| +82% | +$354K | 0.56% | 51 |
|
|
2014
Q4 | $444K | Buy |
7,091
+1,563
| +28% | +$97.9K | 0.3% | 92 |
|
|
2014
Q3 | $333K | Buy |
5,528
+335
| +6% | +$20.2K | 0.22% | 107 |
|
|
2014
Q2 | $299K | Sell |
5,193
-550
| -10% | -$31.7K | 0.2% | 111 |
|
|
2014
Q1 | $349K | Buy |
5,743
+925
| +19% | +$56.2K | 0.24% | 99 |
|
|
2013
Q4 | $282K | Buy |
+4,818
| New | +$282K | 0.19% | 107 |
|