Signature Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.52M | Sell |
15,522
-1,076
| -6% | -$105K | 0.37% | 33 |
|
|
2018
Q3 | $1.87M | Hold |
16,598
| – | – | 0.33% | 43 |
|
|
2018
Q2 | $1.73M | Buy |
16,598
+103
| +0.6% | +$10.7K | 0.37% | 45 |
|
|
2018
Q1 | $1.81M | Buy |
16,495
+1,703
| +12% | +$187K | 0.38% | 42 |
|
|
2017
Q4 | $1.58M | Sell |
14,792
-4,501
| -23% | -$481K | 0.43% | 34 |
|
|
2017
Q3 | $1.68M | Buy |
19,293
+2,263
| +13% | +$197K | 0.51% | 36 |
|
|
2017
Q2 | $1.56M | Buy |
17,030
+2,690
| +19% | +$246K | 0.49% | 35 |
|
|
2017
Q1 | $1.26M | Buy |
14,340
+10,860
| +312% | +$956K | 0.4% | 42 |
|
|
2016
Q4 | $300K | Sell |
3,480
-12,472
| -78% | -$1.08M | 0.11% | 107 |
|
|
2016
Q3 | $1.06M | Buy |
15,952
+349
| +2% | +$23.2K | 0.43% | 40 |
|
|
2016
Q2 | $970K | Sell |
15,603
-1,000
| -6% | -$62.2K | 0.46% | 38 |
|
|
2016
Q1 | $983K | Sell |
16,603
-230
| -1% | -$13.6K | 0.48% | 42 |
|
|
2015
Q4 | $1.11M | Sell |
16,833
-225
| -1% | -$14.9K | 0.54% | 32 |
|
|
2015
Q3 | $1.04M | Sell |
17,058
-685
| -4% | -$41.8K | 0.64% | 33 |
|
|
2015
Q2 | $1.2M | Buy |
17,743
+10,618
| +149% | +$719K | 0.78% | 27 |
|
|
2015
Q1 | $433K | Sell |
7,125
-178
| -2% | -$10.8K | 0.28% | 45 |
|
|
2014
Q4 | $458K | Sell |
7,303
-2,167
| -23% | -$136K | 0.32% | 46 |
|
|
2014
Q3 | $570K | Buy |
9,470
+1,000
| +12% | +$60.2K | 0.41% | 35 |
|
|
2014
Q2 | $487K | Hold |
8,470
| – | – | 0.37% | 41 |
|
|
2014
Q1 | $514K | Buy |
8,470
+570
| +7% | +$34.6K | 0.44% | 38 |
|
|
2013
Q4 | $461K | Sell |
7,900
-644
| -8% | -$37.6K | 0.36% | 41 |
|
|
2013
Q3 | $442K | Buy |
8,544
+165
| +2% | +$8.54K | 0.39% | 38 |
|
|
2013
Q2 | $443K | Buy |
+8,379
| New | +$443K | 0.3% | 39 |
|