Ronald Blue & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.53M | Sell |
16,680
-4,187
| -20% | -$383K | 0.05% | 54 |
|
|
2017
Q1 | $1.83M | Buy |
20,867
+393
| +2% | +$34.5K | 0.06% | 55 |
|
|
2016
Q4 | $1.77M | Buy |
20,474
+8,237
| +67% | +$711K | 0.07% | 52 |
|
|
2016
Q3 | $815K | Sell |
12,237
-526
| -4% | -$35K | 0.03% | 79 |
|
|
2016
Q2 | $792K | Sell |
12,763
-1,369
| -10% | -$85K | 0.04% | 81 |
|
|
2016
Q1 | $837K | Buy |
14,132
+351
| +3% | +$20.8K | 0.05% | 62 |
|
|
2015
Q4 | $910K | Sell |
13,781
-16,085
| -54% | -$1.06M | 0.05% | 60 |
|
|
2015
Q3 | $1.82M | Sell |
29,866
-6,047
| -17% | -$368K | 0.1% | 44 |
|
|
2015
Q2 | $2.43M | Buy |
35,913
+420
| +1% | +$28.5K | 0.12% | 29 |
|
|
2015
Q1 | $2.15M | Buy |
35,493
+1,641
| +5% | +$99.4K | 0.1% | 36 |
|
|
2014
Q4 | $2.12M | Buy |
33,852
+730
| +2% | +$45.7K | 0.1% | 42 |
|
|
2014
Q3 | $2M | Sell |
33,122
-293
| -0.9% | -$17.7K | 0.13% | 36 |
|
|
2014
Q2 | $1.93M | Buy |
33,415
+540
| +2% | +$31.1K | 0.12% | 38 |
|
|
2014
Q1 | $2M | Buy |
32,875
+168
| +0.5% | +$10.2K | 0.15% | 35 |
|
|
2013
Q4 | $1.91M | Buy |
32,707
+1,375
| +4% | +$80.4K | 0.14% | 42 |
|
|
2013
Q3 | $1.62M | Buy |
31,332
+22,081
| +239% | +$1.14M | 0.13% | 39 |
|
|
2013
Q2 | $488K | Buy |
+9,251
| New | +$488K | 0.04% | 64 |
|