Rowland Carmichael Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $600K | Sell |
4,723
-307
| -6% | -$39K | 0.19% | 122 |
|
|
2020
Q3 | $484K | Buy |
5,030
+379
| +8% | +$36.5K | 0.19% | 130 |
|
|
2020
Q2 | $437K | Sell |
4,651
-2,436
| -34% | -$229K | 0.19% | 136 |
|
|
2020
Q1 | $638K | Sell |
7,087
-1,243
| -15% | -$112K | 0.32% | 83 |
|
|
2019
Q4 | $1.16M | Buy |
8,330
+270
| +3% | +$37.6K | 0.4% | 44 |
|
|
2019
Q3 | $949K | Buy |
8,060
+168
| +2% | +$19.8K | 0.33% | 76 |
|
|
2019
Q2 | $882K | Buy |
7,892
+314
| +4% | +$35.1K | 0.31% | 85 |
|
|
2019
Q1 | $767K | Buy |
7,578
+3,685
| +95% | +$373K | 0.28% | 99 |
|
|
2018
Q4 | $380K | Buy |
+3,893
| New | +$380K | 0.17% | 145 |
|