Rand Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $11M | Sell |
97,898
-2,918
| -3% | -$329K | 1.24% | 16 |
|
|
2018
Q2 | $10.5M | Sell |
100,816
-7,505
| -7% | -$782K | 1.17% | 18 |
|
|
2018
Q1 | $11.9M | Sell |
108,321
-1,700
| -2% | -$187K | 1.34% | 15 |
|
|
2017
Q4 | $11.8M | Sell |
110,021
-3,347
| -3% | -$358K | 1.29% | 20 |
|
|
2017
Q3 | $10.8M | Sell |
113,368
-1,608
| -1% | -$154K | 1.25% | 21 |
|
|
2017
Q2 | $10.5M | Sell |
114,976
-11,950
| -9% | -$1.09M | 1.42% | 18 |
|
|
2017
Q1 | $11.1M | Sell |
126,926
-10,755
| -8% | -$945K | 1.34% | 19 |
|
|
2016
Q4 | $11.9M | Sell |
137,681
-668
| -0.5% | -$57.6K | 1.5% | 15 |
|
|
2016
Q3 | $9.21M | Buy |
138,349
+4,184
| +3% | +$279K | 1.2% | 23 |
|
|
2016
Q2 | $8.34M | Buy |
134,165
+1,697
| +1% | +$105K | 1.13% | 27 |
|
|
2016
Q1 | $7.85M | Buy |
132,468
+2,885
| +2% | +$171K | 1.09% | 26 |
|
|
2015
Q4 | $8.56M | Buy |
129,583
+235
| +0.2% | +$15.5K | 1.21% | 22 |
|
|
2015
Q3 | $7.89M | Buy |
129,348
+3,703
| +3% | +$226K | 1.15% | 25 |
|
|
2015
Q2 | $8.51M | Buy |
125,645
+4,483
| +4% | +$304K | 1.15% | 25 |
|
|
2015
Q1 | $7.34M | Buy |
121,162
+2,295
| +2% | +$139K | 0.99% | 26 |
|
|
2014
Q4 | $6.75M | Buy |
118,867
+359
| +0.3% | +$20.4K | 0.93% | 27 |
|
|
2014
Q3 | $7.14M | Buy |
118,508
+219
| +0.2% | +$13.2K | 1.03% | 27 |
|
|
2014
Q2 | $6.82M | Sell |
118,289
-2,006
| -2% | -$116K | 0.98% | 29 |
|
|
2014
Q1 | $7.3M | Buy |
120,295
+2,528
| +2% | +$153K | 1.26% | 24 |
|
|
2013
Q4 | $6.89M | Buy |
117,767
+4,810
| +4% | +$281K | 1.22% | 25 |
|
|
2013
Q3 | $5.84M | Buy |
112,957
+4,406
| +4% | +$228K | 1.16% | 25 |
|
|
2013
Q2 | $5.73M | Buy |
+108,551
| New | +$5.73M | 1.26% | 22 |
|