Santa Barbara Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $214M | Sell |
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|
2018
Q4 | $208M | Buy |
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|
2018
Q3 | $209M | Sell |
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|
2018
Q2 | $195M | Sell |
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|
2018
Q1 | $210M | Sell |
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|
2017
Q4 | $247M | Sell |
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|
2017
Q3 | $223M | Buy |
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|
2017
Q2 | $212M | Sell |
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|
2017
Q1 | $206M | Sell |
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|
2016
Q4 | $203M | Sell |
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|
2016
Q3 | $169M | Buy |
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|
2016
Q2 | $156M | Buy |
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|
2016
Q1 | $148M | Buy |
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|
2015
Q4 | $162M | Buy |
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|
2015
Q3 | $146M | Sell |
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|
2015
Q2 | $61.2M | Buy |
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|
2015
Q1 | $145M | Buy |
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|
2014
Q4 | $146M | Sell |
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|
2014
Q3 | $146M | Sell |
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|
2014
Q2 | $140M | Sell |
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|
2014
Q1 | $149M | Sell |
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|
2013
Q4 | $145M | Sell |
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|
2013
Q3 | $132M | Buy |
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|
2013
Q2 | $127M | Buy |
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