SM
JPM.WS
Salzhauer Michael’s JPMorgan Chase JPM.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-128,943
| Closed | -$9.37M | – | 151 |
|
|
2018
Q3 | $9.37M | Sell |
128,943
-40,355
| -24% | -$2.93M | 3.58% | 2 |
|
|
2018
Q2 | $10.7M | Hold |
169,298
| – | – | 3.95% | 2 |
|
|
2018
Q1 | $11.8M | Hold |
169,298
| – | – | 4.37% | 2 |
|
|
2017
Q4 | $11.2M | Hold |
169,298
| – | – | 4.42% | 2 |
|
|
2017
Q3 | $9.15M | Buy |
169,298
+5
| +0% | +$270 | 3.92% | 2 |
|
|
2017
Q2 | $8.51M | Buy |
169,293
+2,000
| +1% | +$101K | 3.85% | 2 |
|
|
2017
Q1 | $7.75M | Buy |
167,293
+16,700
| +11% | +$773K | 3.7% | 3 |
|
|
2016
Q4 | $6.67M | Buy |
150,593
+6,174
| +4% | +$273K | 3.29% | 5 |
|
|
2016
Q3 | $3.56M | Sell |
144,419
-87
| -0.1% | -$2.14K | 2.55% | 6 |
|
|
2016
Q2 | $2.93M | Buy |
144,506
+500
| +0.3% | +$10.1K | 2.37% | 8 |
|
|
2016
Q1 | $2.55M | Buy |
144,006
+5,600
| +4% | +$99.1K | 2.15% | 9 |
|
|
2015
Q4 | $3.28M | Buy |
138,406
+1,367
| +1% | +$32.4K | 2.43% | 8 |
|
|
2015
Q3 | $2.73M | Buy |
137,039
+4,900
| +4% | +$97.5K | 2.23% | 9 |
|
|
2015
Q2 | $3.27M | Hold |
132,139
| – | – | 2.48% | 8 |
|
|
2015
Q1 | $2.91M | Hold |
132,139
| – | – | 2.65% | 7 |
|
|
2014
Q4 | $2.75M | Hold |
132,139
| – | – | 2.31% | 8 |
|
|
2014
Q3 | $2.57M | Hold |
132,139
| – | – | 2.34% | 7 |
|
|
2014
Q2 | $2.55M | Buy |
132,139
+4,650
| +4% | +$89.9K | 2.39% | 7 |
|
|
2014
Q1 | $2.58M | Buy |
+127,489
| New | +$2.58M | 2.45% | 7 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 9 |
|