PI
PHH Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.34M | Sell |
16,816
-479
| -3% | -$66.8K | 0.62% | 20 |
|
|
2019
Q3 | $2.04M | Sell |
17,295
-174
| -1% | -$20.5K | 0.57% | 22 |
|
|
2019
Q2 | $1.95M | Sell |
17,469
-1,050
| -6% | -$117K | 0.56% | 24 |
|
|
2019
Q1 | $1.88M | Sell |
18,519
-93
| -0.5% | -$9.42K | 0.55% | 26 |
|
|
2018
Q4 | $1.82M | Sell |
18,612
-1,034
| -5% | -$101K | 0.59% | 21 |
|
|
2018
Q3 | $2.22M | Sell |
19,646
-430
| -2% | -$48.5K | 0.64% | 19 |
|
|
2018
Q2 | $2.09M | Buy |
20,076
+178
| +0.9% | +$18.5K | 0.64% | 14 |
|
|
2018
Q1 | $2.19M | Sell |
19,898
-724
| -4% | -$79.6K | 0.68% | 14 |
|
|
2017
Q4 | $2.21M | Sell |
20,622
-60
| -0.3% | -$6.42K | 0.67% | 16 |
|
|
2017
Q3 | $1.98M | Sell |
20,682
-1,864
| -8% | -$178K | 0.66% | 16 |
|
|
2017
Q2 | $2.06M | Sell |
22,546
-711
| -3% | -$65K | 0.71% | 14 |
|
|
2017
Q1 | $2.04M | Sell |
23,257
-3,253
| -12% | -$286K | 0.75% | 11 |
|
|
2016
Q4 | $2.3M | Buy |
+26,510
| New | +$2.3M | 0.93% | 13 |
|