SAM
JPM.PRF.CL
Selway Asset Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-53,525
| Closed | -$1.37M | – | 77 |
|
|
2019
Q4 | $1.37M | Sell |
53,525
-1,000
| -2% | -$25.6K | 0.94% | 39 |
|
|
2019
Q3 | $1.4M | Sell |
54,525
-5,760
| -10% | -$147K | 1.02% | 38 |
|
|
2019
Q2 | $1.55M | Sell |
60,285
-300
| -0.5% | -$7.73K | 1.04% | 39 |
|
|
2019
Q1 | $1.58M | Sell |
60,585
-600
| -1% | -$15.6K | 1.05% | 36 |
|
|
2018
Q4 | $1.55M | Sell |
61,185
-8,000
| -12% | -$203K | 1.14% | 35 |
|
|
2018
Q3 | $1.78M | Hold |
69,185
| – | – | 1.07% | 37 |
|
|
2018
Q2 | $1.81M | Sell |
69,185
-5,750
| -8% | -$151K | 1.11% | 35 |
|
|
2018
Q1 | $1.96M | Sell |
74,935
-3,100
| -4% | -$81.1K | 1.22% | 31 |
|
|
2017
Q4 | $2.08M | Sell |
78,035
-2,800
| -3% | -$74.6K | 1.22% | 32 |
|
|
2017
Q3 | $2.16M | Sell |
80,835
-100
| -0.1% | -$2.68K | 1.25% | 33 |
|
|
2017
Q2 | $2.18M | Buy |
80,935
+2,600
| +3% | +$70.1K | 1.25% | 29 |
|
|
2017
Q1 | $2.08M | Sell |
78,335
-2,100
| -3% | -$55.7K | 1.17% | 35 |
|
|
2016
Q4 | $2.04M | Sell |
80,435
-800
| -1% | -$20.3K | 1.22% | 33 |
|
|
2016
Q3 | $2.2M | Buy |
81,235
+9,275
| +13% | +$251K | 1.37% | 27 |
|
|
2016
Q2 | $1.93M | Buy |
71,960
+1,600
| +2% | +$42.9K | 1.24% | 28 |
|
|
2016
Q1 | $1.84M | Buy |
70,360
+500
| +0.7% | +$13.1K | 1.27% | 30 |
|
|
2015
Q4 | $1.83M | Buy |
69,860
+450
| +0.6% | +$11.8K | 1.22% | 30 |
|
|
2015
Q3 | $1.74M | Sell |
69,410
-775
| -1% | -$19.5K | 1.1% | 38 |
|
|
2015
Q2 | $1.75M | Buy |
70,185
+1,725
| +3% | +$43K | 0.96% | 45 |
|
|
2015
Q1 | $1.74M | Buy |
+68,460
| New | +$1.74M | 0.92% | 46 |
|