Pineno Levin & Ford Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $607K | Hold |
3,831
| – | – | 0.18% | 73 |
|
|
2021
Q3 | $627K | Hold |
3,831
| – | – | 0.2% | 73 |
|
|
2021
Q2 | $596K | Hold |
3,831
| – | – | 0.19% | 73 |
|
|
2021
Q1 | $583K | Hold |
3,831
| – | – | 0.2% | 70 |
|
|
2020
Q4 | $487K | Buy |
3,831
+84
| +2% | +$10.7K | 0.17% | 74 |
|
|
2020
Q3 | $361K | Hold |
3,747
| – | – | 0.15% | 84 |
|
|
2020
Q2 | $352K | Hold |
3,747
| – | – | 0.15% | 79 |
|
|
2020
Q1 | $337K | Hold |
3,747
| – | – | 0.17% | 70 |
|
|
2019
Q4 | $522K | Hold |
3,747
| – | – | 0.2% | 66 |
|
|
2019
Q3 | $441K | Buy |
3,747
+96
| +3% | +$11.3K | 0.17% | 72 |
|
|
2019
Q2 | $408K | Hold |
3,651
| – | – | 0.16% | 76 |
|
|
2019
Q1 | $370K | Hold |
3,651
| – | – | 0.15% | 78 |
|
|
2018
Q4 | $356K | Buy |
3,651
+675
| +23% | +$65.8K | 0.16% | 76 |
|
|
2018
Q3 | $336K | Hold |
2,976
| – | – | 0.14% | 85 |
|
|
2018
Q2 | $310K | Buy |
2,976
+750
| +34% | +$78.1K | 0.14% | 86 |
|
|
2018
Q1 | $245K | Hold |
2,226
| – | – | 0.11% | 96 |
|
|
2017
Q4 | $238K | Hold |
2,226
| – | – | 0.1% | 97 |
|
|
2017
Q3 | $213K | Hold |
2,226
| – | – | 0.1% | 90 |
|
|
2017
Q2 | $203K | Buy |
+2,226
| New | +$203K | 0.1% | 92 |
|
|
2014
Q3 | – | Sell |
-3,086
| Closed | -$178K | – | 93 |
|
|
2014
Q2 | $178K | Hold |
3,086
| – | – | 0.1% | 96 |
|
|
2014
Q1 | $187K | Sell |
3,086
-580
| -16% | -$35.1K | 0.11% | 91 |
|
|
2013
Q4 | $189K | Hold |
3,666
| – | – | 0.11% | 88 |
|
|
2013
Q3 | $189K | Sell |
3,666
-1,000
| -21% | -$51.6K | 0.13% | 77 |
|
|
2013
Q2 | $246K | Buy |
+4,666
| New | +$246K | 0.18% | 64 |
|