South Texas Money Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.36M | Buy |
20,018
+14,433
| +258% | +$1.7M | 0.1% | 92 |
|
|
2019
Q2 | $624K | Sell |
5,585
-1,529
| -21% | -$171K | 0.03% | 133 |
|
|
2019
Q1 | $720K | Buy |
7,114
+384
| +6% | +$38.9K | 0.03% | 127 |
|
|
2018
Q4 | $657K | Sell |
6,730
-509
| -7% | -$49.7K | 0.03% | 135 |
|
|
2018
Q3 | $817K | Buy |
7,239
+549
| +8% | +$62K | 0.03% | 135 |
|
|
2018
Q2 | $697K | Buy |
6,690
+177
| +3% | +$18.4K | 0.03% | 135 |
|
|
2018
Q1 | $716K | Buy |
6,513
+162
| +3% | +$17.8K | 0.03% | 138 |
|
|
2017
Q4 | $679K | Buy |
6,351
+543
| +9% | +$58.1K | 0.03% | 127 |
|
|
2017
Q3 | $555K | Buy |
5,808
+1,314
| +29% | +$126K | 0.03% | 139 |
|
|
2017
Q2 | $411K | Sell |
4,494
-10
| -0.2% | -$915 | 0.02% | 150 |
|
|
2017
Q1 | $396K | Sell |
4,504
-2,058
| -31% | -$181K | 0.02% | 159 |
|
|
2016
Q4 | $566K | Buy |
+6,562
| New | +$566K | 0.03% | 130 |
|