SI
SII Investments’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,495
| Closed | -$2.18M | – | 182 |
|
|
2017
Q4 | $2.18M | Sell |
20,495
-15,204
| -43% | -$1.62M | 0.23% | 89 |
|
|
2017
Q3 | $3.41M | Buy |
35,699
+434
| +1% | +$41.5K | 0.19% | 109 |
|
|
2017
Q2 | $3.22M | Sell |
35,265
-755
| -2% | -$69K | 0.2% | 103 |
|
|
2017
Q1 | $3.17M | Sell |
36,020
-3,787
| -10% | -$333K | 0.22% | 98 |
|
|
2016
Q4 | $3.44M | Buy |
39,807
+2,815
| +8% | +$243K | 0.26% | 88 |
|
|
2016
Q3 | $2.46M | Sell |
36,992
-12,284
| -25% | -$818K | 0.19% | 104 |
|
|
2016
Q2 | $3.07M | Buy |
49,276
+16,351
| +50% | +$1.02M | 0.25% | 87 |
|
|
2016
Q1 | $1.95M | Buy |
32,925
+2,327
| +8% | +$138K | 0.18% | 108 |
|
|
2015
Q4 | $2.02M | Sell |
30,598
-1,181
| -4% | -$78K | 0.25% | 84 |
|
|
2015
Q3 | $1.94M | Sell |
31,779
-707
| -2% | -$43.1K | 0.22% | 102 |
|
|
2015
Q2 | $2.2M | Buy |
32,486
+834
| +3% | +$56.5K | 0.26% | 94 |
|
|
2015
Q1 | $1.92M | Buy |
31,652
+5,578
| +21% | +$338K | 0.23% | 106 |
|
|
2014
Q4 | $1.64M | Sell |
26,074
-13,792
| -35% | -$865K | 0.22% | 118 |
|
|
2014
Q3 | $2.4M | Buy |
39,866
+14,538
| +57% | +$877K | 0.32% | 76 |
|
|
2014
Q2 | $1.47M | Buy |
25,328
+3,427
| +16% | +$198K | 0.21% | 118 |
|
|
2014
Q1 | $1.25M | Sell |
21,901
-149
| -0.7% | -$8.47K | 0.23% | 107 |
|
|
2013
Q4 | $1.29M | Buy |
22,050
+2,363
| +12% | +$138K | 0.23% | 113 |
|
|
2013
Q3 | $1.02M | Sell |
19,687
-1,707
| -8% | -$88.3K | 0.24% | 108 |
|
|
2013
Q2 | $1.13M | Buy |
+21,394
| New | +$1.13M | 0.24% | 113 |
|