Risk Paradigm Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $19.5K | Hold |
200
| – | – | 0.05% | 75 |
|
|
2018
Q3 | $22.6K | Hold |
200
| – | – | 0.04% | 79 |
|
|
2018
Q2 | $20.8K | Sell |
200
-2,680
| -93% | -$279K | 0.04% | 85 |
|
|
2018
Q1 | $317K | Buy |
2,880
+704
| +32% | +$77.4K | 0.4% | 71 |
|
|
2017
Q4 | $233K | Buy |
2,176
+1,440
| +196% | +$154K | 0.25% | 93 |
|
|
2017
Q3 | $70.3K | Sell |
736
-1,435
| -66% | -$137K | 0.09% | 127 |
|
|
2017
Q2 | $198K | Buy |
2,171
+1,449
| +201% | +$132K | 0.23% | 94 |
|
|
2017
Q1 | $63.4K | Sell |
722
-935
| -56% | -$82.1K | 0.07% | 127 |
|
|
2016
Q4 | $143K | Buy |
1,657
+543
| +49% | +$46.9K | 0.16% | 105 |
|
|
2016
Q3 | $74.2K | Hold |
1,114
| – | – | 0.06% | 149 |
|
|
2016
Q2 | $69.2K | Hold |
1,114
| – | – | 0.09% | 135 |
|
|
2016
Q1 | $66K | Hold |
1,114
| – | – | 0.08% | 121 |
|
|
2015
Q4 | $73.6K | Buy |
1,114
+570
| +105% | +$37.6K | 0.09% | 114 |
|
|
2015
Q3 | $33.2K | Buy |
544
+244
| +81% | +$14.9K | 0.07% | 110 |
|
|
2015
Q2 | $20.3K | Hold |
300
| – | – | 0.02% | 162 |
|
|
2015
Q1 | $18.2K | Buy |
+300
| New | +$18.2K | 0.02% | 173 |
|