RJA
Robshaw & Julian Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6.69M | Buy |
73,600
+900
| +1% | +$81.8K | 4.8% | 3 |
|
|
2017
Q1 | $6.39M | Sell |
72,700
-1,550
| -2% | -$136K | 4.61% | 3 |
|
|
2016
Q4 | $6.41M | Sell |
74,250
-850
| -1% | -$73.4K | 4.74% | 3 |
|
|
2016
Q3 | $5M | Sell |
75,100
-15
| -0% | -$999 | 3.72% | 6 |
|
|
2016
Q2 | $4.67M | Sell |
75,115
-8,480
| -10% | -$527K | 3.56% | 11 |
|
|
2016
Q1 | $4.95M | Buy |
83,595
+300
| +0.4% | +$17.8K | 3.73% | 5 |
|
|
2015
Q4 | $5.5M | Sell |
83,295
-900
| -1% | -$59.4K | 4.26% | 4 |
|
|
2015
Q3 | $5.13M | Buy |
84,195
+1,730
| +2% | +$105K | 4.34% | 5 |
|
|
2015
Q2 | $5.59M | Sell |
82,465
-2,385
| -3% | -$162K | 4.29% | 4 |
|
|
2015
Q1 | $5.08M | Buy |
84,850
+4,800
| +6% | +$287K | 3.81% | 8 |
|
|
2014
Q4 | $4.98M | Buy |
80,050
+175
| +0.2% | +$10.9K | 3.91% | 9 |
|
|
2014
Q3 | $4.81M | Buy |
79,875
+3,600
| +5% | +$217K | 3.8% | 8 |
|
|
2014
Q2 | $4.4M | Sell |
76,275
-10,583
| -12% | -$610K | 3.37% | 11 |
|
|
2014
Q1 | $5.27M | Buy |
86,858
+12,078
| +16% | +$733K | 4.06% | 5 |
|
|
2013
Q4 | $4.37M | Buy |
74,780
+1,350
| +2% | +$78.9K | 3.62% | 10 |
|
|
2013
Q3 | $3.8M | Buy |
73,430
+525
| +0.7% | +$27.1K | 3.23% | 12 |
|
|
2013
Q2 | $3.85M | Buy |
+72,905
| New | +$3.85M | 3.62% | 9 |
|