PIA
Piedmont Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-147,115
| Closed | -$13.2M | – | 363 |
|
|
2020
Q1 | $13.2M | Buy |
147,115
+45,093
| +44% | +$4.06M | 0.52% | 39 |
|
|
2019
Q4 | $14.2M | Buy |
102,022
+9,432
| +10% | +$1.31M | 0.49% | 41 |
|
|
2019
Q3 | $10.9M | Buy |
92,590
+44,541
| +93% | +$5.24M | 0.42% | 54 |
|
|
2019
Q2 | $5.37M | Sell |
48,049
-5,156
| -10% | -$576K | 0.22% | 114 |
|
|
2019
Q1 | $5.39M | Buy |
53,205
+3,106
| +6% | +$314K | 0.22% | 116 |
|
|
2018
Q4 | $4.89M | Buy |
50,099
+14,510
| +41% | +$1.42M | 0.23% | 107 |
|
|
2018
Q3 | $4.02M | Sell |
35,589
-112,517
| -76% | -$12.7M | 0.17% | 129 |
|
|
2018
Q2 | $15.4M | Sell |
148,106
-379,925
| -72% | -$39.6M | 0.74% | 18 |
|
|
2018
Q1 | $58.1M | Sell |
528,031
-223,835
| -30% | -$24.6M | 1.55% | 7 |
|
|
2017
Q4 | $80.4M | Sell |
751,866
-11,643
| -2% | -$1.25M | 1.62% | 9 |
|
|
2017
Q3 | $72.9M | Buy |
763,509
+6,926
| +0.9% | +$662K | 1.55% | 9 |
|
|
2017
Q2 | $69.2M | Sell |
756,583
-16,498
| -2% | -$1.51M | 1.54% | 9 |
|
|
2017
Q1 | $67.9M | Buy |
773,081
+6,680
| +0.9% | +$587K | 1.4% | 11 |
|
|
2016
Q4 | $66.1M | Buy |
766,401
+16,313
| +2% | +$1.41M | 1.36% | 11 |
|
|
2016
Q3 | $49.9M | Sell |
750,088
-77,521
| -9% | -$5.16M | 1.08% | 19 |
|
|
2016
Q2 | $51.4M | Sell |
827,609
-4,622
| -0.6% | -$287K | 1.06% | 23 |
|
|
2016
Q1 | $49.3M | Buy |
832,231
+12,788
| +2% | +$757K | 1.04% | 23 |
|
|
2015
Q4 | $54.1M | Buy |
819,443
+7,248
| +0.9% | +$479K | 1.14% | 20 |
|
|
2015
Q3 | $49.5M | Buy |
812,195
+6,501
| +0.8% | +$396K | 1.12% | 21 |
|
|
2015
Q2 | $54.6M | Buy |
805,694
+804,215
| +54,376% | +$54.5M | 1.15% | 19 |
|
|
2015
Q1 | $89.6K | Hold |
1,479
| – | – | 0.01% | 157 |
|
|
2014
Q4 | $92.6K | Sell |
1,479
-89,531
| -98% | -$5.6M | 0.01% | 154 |
|
|
2014
Q3 | $5.48M | Sell |
91,010
-15,189
| -14% | -$915K | 0.28% | 55 |
|
|
2014
Q2 | $6.12M | Sell |
106,199
-257
| -0.2% | -$14.8K | 0.32% | 51 |
|
|
2014
Q1 | $6.46M | Sell |
106,456
-2,917
| -3% | -$177K | 0.35% | 49 |
|
|
2013
Q4 | $6.4M | Sell |
109,373
-14,088
| -11% | -$824K | 0.34% | 48 |
|
|
2013
Q3 | $6.38M | Sell |
123,461
-9,989
| -7% | -$516K | 0.33% | 46 |
|
|
2013
Q2 | $7.04M | Buy |
+133,450
| New | +$7.04M | 0.32% | 43 |
|