Shine Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $368K | Sell |
3,823
-10
| -0.3% | -$963 | 0.12% | 84 |
|
|
2020
Q2 | $361K | Sell |
3,833
-110
| -3% | -$10.4K | 0.13% | 84 |
|
|
2020
Q1 | $355K | Buy |
3,943
+511
| +15% | +$46K | 0.16% | 75 |
|
|
2019
Q4 | $478K | Hold |
3,432
| – | – | 0.19% | 69 |
|
|
2019
Q3 | $404K | Sell |
3,432
-75
| -2% | -$8.83K | 0.19% | 71 |
|
|
2019
Q2 | $392K | Sell |
3,507
-104
| -3% | -$11.6K | 0.18% | 74 |
|
|
2019
Q1 | $366K | Buy |
3,611
+351
| +11% | +$35.6K | 0.17% | 77 |
|
|
2018
Q4 | $318K | Sell |
3,260
-499
| -13% | -$48.7K | 0.16% | 77 |
|
|
2018
Q3 | $424K | Buy |
3,759
+11
| +0.3% | +$1.24K | 0.22% | 63 |
|
|
2018
Q2 | $391K | Buy |
3,748
+219
| +6% | +$22.8K | 0.2% | 66 |
|
|
2018
Q1 | $388K | Buy |
3,529
+48
| +1% | +$5.28K | 0.21% | 65 |
|
|
2017
Q4 | $372K | Buy |
3,481
+125
| +4% | +$13.4K | 0.19% | 68 |
|
|
2017
Q3 | $321K | Sell |
3,356
-318
| -9% | -$30.4K | 0.17% | 73 |
|
|
2017
Q2 | $336K | Buy |
3,674
+1,027
| +39% | +$93.9K | 0.17% | 70 |
|
|
2017
Q1 | $233K | Buy |
+2,647
| New | +$233K | 0.15% | 77 |
|