Rampart Investment Management’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 | – | Sell |
-23,794
| Closed | -$2.24M | – | 465 |
|
|
2020
Q2 | $2.24M | Sell |
23,794
-653
| -3% | -$61.4K | 0.38% | 77 |
|
|
2020
Q1 | $2.2M | Sell |
24,447
-27,236
| -53% | -$2.45M | 1.04% | 15 |
|
|
2019
Q4 | $7.21M | Sell |
51,683
-1,124
| -2% | -$157K | 0.88% | 10 |
|
|
2019
Q3 | $6.22M | Sell |
52,807
-7,249
| -12% | -$853K | 0.77% | 19 |
|
|
2019
Q2 | $6.71M | Buy |
60,056
+10,232
| +21% | +$1.14M | 0.79% | 14 |
|
|
2019
Q1 | $5.04M | Buy |
49,824
+17,787
| +56% | +$1.8M | 0.57% | 41 |
|
|
2018
Q4 | $3.13M | Sell |
32,037
-60,109
| -65% | -$5.87M | 0.87% | 25 |
|
|
2018
Q3 | $3.85M | Buy |
92,146
+32,936
| +56% | +$1.38M | 1.69% | 7 |
|
|
2018
Q2 | $6.17M | Sell |
59,210
-56,181
| -49% | -$5.85M | 0.6% | 37 |
|
|
2018
Q1 | $12.7M | Buy |
115,391
+67,614
| +142% | +$7.44M | 1.21% | 6 |
|
|
2017
Q4 | $5.11M | Buy |
47,777
+4,089
| +9% | +$437K | 1.97% | 4 |
|
|
2017
Q3 | $4.17M | Buy |
43,688
+3,319
| +8% | +$317K | 1.41% | 9 |
|
|
2017
Q2 | $3.69M | Buy |
40,369
+30,356
| +303% | +$2.77M | 1.33% | 9 |
|
|
2017
Q1 | $880K | Buy |
10,013
+961
| +11% | +$84.5K | 0.32% | 15 |
|
|
2016
Q4 | $782K | Sell |
9,052
-29
| -0.3% | -$2.51K | 0.28% | 49 |
|
|
2016
Q3 | $605K | Buy |
+9,081
| New | +$605K | 0.23% | 79 |
|