SBA
Secrest Blakey & Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $326K | Buy |
3,382
+412
| +14% | +$39.7K | 0.75% | 39 |
|
|
2020
Q2 | $279K | Buy |
2,970
+151
| +5% | +$14.2K | 0.67% | 47 |
|
|
2020
Q1 | $254K | Buy |
2,819
+306
| +12% | +$27.6K | 0.69% | 44 |
|
|
2019
Q4 | $350K | Sell |
2,513
-3,574
| -59% | -$498K | 0.77% | 43 |
|
|
2019
Q3 | $716K | Buy |
6,087
+80
| +1% | +$9.41K | 0.59% | 47 |
|
|
2019
Q2 | $672K | Buy |
6,007
+227
| +4% | +$25.4K | 0.59% | 50 |
|
|
2019
Q1 | $585K | Sell |
5,780
-2,231
| -28% | -$226K | 0.57% | 52 |
|
|
2018
Q4 | $782K | Sell |
8,011
-206
| -3% | -$20.1K | 0.65% | 48 |
|
|
2018
Q3 | $927K | Buy |
8,217
+368
| +5% | +$41.5K | 0.71% | 37 |
|
|
2018
Q2 | $818K | Buy |
7,849
+4,131
| +111% | +$431K | 0.64% | 40 |
|
|
2018
Q1 | $409K | Buy |
3,718
+231
| +7% | +$25.4K | 0.35% | 72 |
|
|
2017
Q4 | $373K | Buy |
+3,487
| New | +$373K | 0.3% | 76 |
|