RCG
Ruane, Cunniff & Goldfarb’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,708
| Closed | -$238K | – | 39 |
|
|
2019
Q4 | $238K | Hold |
1,708
| – | – | ﹤0.01% | 36 |
|
|
2019
Q3 | $201K | Buy |
+1,708
| New | +$201K | ﹤0.01% | 38 |
|
|
2017
Q3 | – | Sell |
-6,713
| Closed | -$614K | – | 73 |
|
|
2017
Q2 | $614K | Sell |
6,713
-1,981
| -23% | -$181K | 0.01% | 62 |
|
|
2017
Q1 | $764K | Sell |
8,694
-500,615
| -98% | -$44M | 0.01% | 73 |
|
|
2016
Q4 | $43.9M | Sell |
509,309
-500,316
| -50% | -$43.2M | 0.41% | 37 |
|
|
2016
Q3 | $67.2M | Sell |
1,009,625
-1,221
| -0.1% | -$81.3K | 0.63% | 31 |
|
|
2016
Q2 | $62.8M | Buy |
1,010,846
+992,221
| +5,327% | +$61.7M | 0.6% | 34 |
|
|
2016
Q1 | $1.1M | Sell |
18,625
-3,725
| -17% | -$221K | 0.01% | 100 |
|
|
2015
Q4 | $1.48M | Sell |
22,350
-1,164
| -5% | -$76.9K | 0.01% | 96 |
|
|
2015
Q3 | $1.43M | Hold |
23,514
| – | – | 0.01% | 98 |
|
|
2015
Q2 | $1.59M | Hold |
23,514
| – | – | 0.01% | 97 |
|
|
2015
Q1 | $1.42M | Hold |
23,514
| – | – | 0.01% | 98 |
|
|
2014
Q4 | $1.47M | Sell |
23,514
-26,785
| -53% | -$1.68M | 0.01% | 99 |
|
|
2014
Q3 | $3.03M | Buy |
50,299
+30,540
| +155% | +$1.84M | 0.02% | 84 |
|
|
2014
Q2 | $1.14M | Buy |
19,759
+495
| +3% | +$28.5K | 0.01% | 100 |
|
|
2014
Q1 | $1.17M | Buy |
19,264
+1,675
| +10% | +$102K | 0.01% | 95 |
|
|
2013
Q4 | $1.03M | Sell |
17,589
-195
| -1% | -$11.4K | 0.01% | 99 |
|
|
2013
Q3 | $919K | Sell |
17,784
-109
| -0.6% | -$5.63K | 0.01% | 106 |
|
|
2013
Q2 | $945K | Buy |
+17,893
| New | +$945K | 0.01% | 98 |
|