Shamrock 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
Q3
$1.13M Sell
2019
Q2
$1.14M Sell
2019
Q1
$1.03M Sell
2018
Q4
$1.07M Buy
2018
Q3
$1.2M Sell
2018
Q2
$1.11M Sell
2018
Q1
$1.21M Sell
2017
Q4
$1.19M Sell
2017
Q3
$1.11M Sell
2017
Q2
$1.1M Sell
2017
Q1
$1.1M Sell
2016
Q4
$1.17M Buy
2016
Q3
$780K Sell
2016
Q2
$741K Sell
2016
Q1
$717K Sell
2015
Q4
$1.5M Sell
2015
Q3
$1.45M Sell
2015
Q2
$1.72M Sell
2015
Q1
$1.8M Sell
2014
Q4
$2.87M Sell
2014
Q3
$2.96M Sell
2014
Q2
$2.94M Buy
2014
Q1
$3.06M Sell
2013
Q4
$2.95M Buy
2013
Q3
$1.53M Sell
2013
Q2
$1.61M Buy