Schaller Investment Group’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
Q4
$3M Hold
2019
Q3
$2.53M Hold
2019
Q2
$2.4M Hold
2019
Q1
$2.18M Hold
2018
Q4
$2.1M Hold
2018
Q3
$2.43M Hold
2018
Q2
$2.24M Hold
2018
Q1
$2.37M Hold
2017
Q4
$2.3M Hold
2017
Q3
$2.05M Hold
2017
Q2
$1.97M Hold
2017
Q1
$1.89M Hold
2016
Q4
$1.86M Hold
2016
Q3
$1.43M Hold
2016
Q2
$1.34M Hold
2016
Q1
$1.27M Hold
2015
Q4
$1.42M Hold
2015
Q3
$1.31M Hold
2015
Q2
$1.46M Hold
2015
Q1
$1.3M Hold
2014
Q4
$1.35M Hold
2014
Q3
$1.3M Hold
2014
Q2
$1.24M Hold
2014
Q1
$1.31M Hold
2013
Q4
$1.26M Hold
2013
Q3
$1.11M Hold
2013
Q2
$1.14M Buy