SIG

Schaller Investment Group’s JPMorgan Chase JPM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3M	Hold	21,510	–	–	3.13%	11
2019 Q3	$2.53M	Hold	21,510	–	–	2.1%	12
2019 Q2	$2.41M	Hold	21,510	–	–	1.87%	13
2019 Q1	$2.18M	Hold	21,510	–	–	1.61%	13
2018 Q4	$2.1M	Hold	21,510	–	–	1.55%	14
2018 Q3	$2.43M	Hold	21,510	–	–	1.36%	13
2018 Q2	$2.24M	Hold	21,510	–	–	1.25%	13
2018 Q1	$2.37M	Hold	21,510	–	–	1.35%	12
2017 Q4	$2.3M	Hold	21,510	–	–	1.14%	18
2017 Q3	$2.05M	Hold	21,510	–	–	1.07%	17
2017 Q2	$1.97M	Hold	21,510	–	–	1.02%	17
2017 Q1	$1.89M	Hold	21,510	–	–	1.01%	18
2016 Q4	$1.86M	Hold	21,510	–	–	0.95%	19
2016 Q3	$1.43M	Hold	21,510	–	–	1.08%	16
2016 Q2	$1.34M	Hold	21,510	–	–	0.99%	15
2016 Q1	$1.27M	Hold	21,510	–	–	0.79%	21
2015 Q4	$1.42M	Hold	21,510	–	–	0.8%	19
2015 Q3	$1.31M	Hold	21,510	–	–	0.9%	18
2015 Q2	$1.46M	Hold	21,510	–	–	0.89%	16
2015 Q1	$1.3M	Hold	21,510	–	–	0.8%	18
2014 Q4	$1.35M	Hold	21,510	–	–	0.81%	17
2014 Q3	$1.3M	Hold	21,510	–	–	0.75%	19
2014 Q2	$1.24M	Hold	21,510	–	–	0.73%	20
2014 Q1	$1.31M	Hold	21,510	–	–	0.79%	21
2013 Q4	$1.26M	Hold	21,510	–	–	0.8%	21
2013 Q3	$1.11M	Hold	21,510	–	–	0.78%	21
2013 Q2	$1.14M	Buy	+21,510	New	+$1.14M	0.78%	25