River Oaks Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-2,000
| Closed | -$224K | – | 55 |
|
2019
Q2 | $224K | Hold |
2,000
| – | – | 0.24% | 43 |
|
2019
Q1 | $202K | Sell |
2,000
-500
| -20% | -$50.5K | 0.22% | 48 |
|
2018
Q4 | $244K | Hold |
2,500
| – | – | 0.29% | 47 |
|
2018
Q3 | $282K | Hold |
2,500
| – | – | 0.24% | 50 |
|
2018
Q2 | $261K | Hold |
2,500
| – | – | 0.21% | 51 |
|
2018
Q1 | $275K | Hold |
2,500
| – | – | 0.22% | 51 |
|
2017
Q4 | $267K | Hold |
2,500
| – | – | 0.21% | 55 |
|
2017
Q3 | $239K | Hold |
2,500
| – | – | 0.19% | 55 |
|
2017
Q2 | $229K | Hold |
2,500
| – | – | 0.19% | 55 |
|
2017
Q1 | $220K | Hold |
2,500
| – | – | 0.18% | 55 |
|
2016
Q4 | $216K | Buy |
+2,500
| New | +$216K | 0.18% | 56 |
|