Sandler Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-65,000
| Closed | -$9.06M | – | 73 |
|
|
2019
Q4 | $9.06M | Buy |
+65,000
| New | +$9.06M | 1.04% | 24 |
|
|
2019
Q3 | – | Sell |
-52,146
| Closed | -$5.83M | – | 105 |
|
|
2019
Q2 | $5.83M | Buy |
+52,146
| New | +$5.83M | 0.39% | 45 |
|
|
2016
Q1 | – | Sell |
-15,600
| Closed | -$1.03M | – | 116 |
|
|
2015
Q4 | $1.03M | Sell |
15,600
-2,200
| -12% | -$145K | 0.1% | 85 |
|
|
2015
Q3 | $1.09M | Buy |
17,800
+6,800
| +62% | +$414K | 0.13% | 76 |
|
|
2015
Q2 | $745K | Buy |
+11,000
| New | +$745K | 0.07% | 129 |
|
|
2013
Q3 | – | Sell |
-10,000
| Closed | -$528K | – | 161 |
|
|
2013
Q2 | $528K | Buy |
+10,000
| New | +$528K | 0.02% | 113 |
|