RVM
Robinson Value Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-37
| Closed | -$6K | – | 87 |
|
|
2021
Q3 | $6K | Buy |
+37
| New | +$6K | 0.01% | 99 |
|
|
2018
Q3 | – | Sell |
-43
| Closed | -$4K | – | 73 |
|
|
2018
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 73 |
|
|
2018
Q1 | – | Sell |
-19,501
| Closed | -$2.09M | – | 64 |
|
|
2017
Q4 | $2.09M | Sell |
19,501
-1,297
| -6% | -$139K | 1.83% | 25 |
|
|
2017
Q3 | $1.99M | Buy |
20,798
+919
| +5% | +$87.8K | 1.82% | 25 |
|
|
2017
Q2 | $1.82M | Buy |
19,879
+1,117
| +6% | +$102K | 1.7% | 27 |
|
|
2017
Q1 | $1.65M | Sell |
18,762
-24,628
| -57% | -$2.16M | 1.53% | 28 |
|
|
2016
Q4 | $3.74M | Buy |
+43,390
| New | +$3.74M | 3.52% | 6 |
|