Rainier Group Investment Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $534K | Buy |
5,551
+1,075
| +24% | +$103K | 0.21% | 29 |
|
|
2020
Q2 | $421K | Buy |
+4,476
| New | +$421K | 0.18% | 28 |
|
|
2020
Q1 | – | Sell |
-3,803
| Closed | -$530K | – | 31 |
|
|
2019
Q4 | $530K | Sell |
3,803
-273
| -7% | -$38K | 0.22% | 19 |
|
|
2019
Q3 | $480K | Buy |
4,076
+58
| +1% | +$6.83K | 0.22% | 21 |
|
|
2019
Q2 | $449K | Buy |
4,018
+753
| +23% | +$84.1K | 0.2% | 23 |
|
|
2019
Q1 | $331K | Buy |
3,265
+246
| +8% | +$24.9K | 0.15% | 30 |
|
|
2018
Q4 | $295K | Buy |
3,019
+307
| +11% | +$30K | 0.14% | 29 |
|
|
2018
Q3 | $306K | Buy |
2,712
+62
| +2% | +$7K | 0.12% | 28 |
|
|
2018
Q2 | $276K | Sell |
2,650
-6,216
| -70% | -$647K | 0.12% | 32 |
|
|
2018
Q1 | $975K | Sell |
8,866
-1,487
| -14% | -$164K | 0.45% | 15 |
|
|
2017
Q4 | $1.11M | Buy |
10,353
+259
| +3% | +$27.7K | 0.55% | 9 |
|
|
2017
Q3 | $964K | Hold |
10,094
| – | – | 0.52% | 10 |
|
|
2017
Q2 | $923K | Hold |
10,094
| – | – | 0.52% | 10 |
|
|
2017
Q1 | $887K | Buy |
10,094
+305
| +3% | +$26.8K | 0.42% | 13 |
|
|
2016
Q4 | $845K | Buy |
+9,789
| New | +$845K | 0.39% | 14 |
|