Spectrum Asset Management (California)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,948
| Closed | -$1.67M | – | 92 |
|
|
2019
Q4 | $1.67M | Sell |
11,948
-2,500
| -17% | -$349K | 0.92% | 33 |
|
|
2019
Q3 | $1.7M | Buy |
14,448
+195
| +1% | +$22.9K | 1.09% | 32 |
|
|
2019
Q2 | $1.59M | Sell |
14,253
-30
| -0.2% | -$3.35K | 1% | 34 |
|
|
2019
Q1 | $1.45M | Buy |
14,283
+285
| +2% | +$28.9K | 0.97% | 30 |
|
|
2018
Q4 | $1.37M | Sell |
13,998
-272
| -2% | -$26.5K | 1.08% | 28 |
|
|
2018
Q3 | $1.61M | Buy |
+14,270
| New | +$1.61M | 0.96% | 29 |
|