Roof Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $7.58M | Sell |
67,774
-886
| -1% | -$99.1K | 4.41% | 5 |
|
|
2019
Q1 | $6.95M | Buy |
68,660
+1,550
| +2% | +$157K | 4.49% | 5 |
|
|
2018
Q4 | $6.55M | Buy |
67,110
+4,086
| +6% | +$399K | 4.67% | 6 |
|
|
2018
Q3 | $7.11M | Sell |
63,024
-561
| -0.9% | -$63.3K | 3.81% | 7 |
|
|
2018
Q2 | $6.63M | Sell |
63,585
-2,818
| -4% | -$294K | 3.62% | 9 |
|
|
2018
Q1 | $7.3M | Buy |
66,403
+1,481
| +2% | +$163K | 3.68% | 6 |
|
|
2017
Q4 | $6.94M | Buy |
+64,922
| New | +$6.94M | 3.94% | 7 |
|