Spectrum Financial Alliance’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-95,031
| Closed | -$8.16M | – | 15 |
|
|
2020
Q1 | $8.16M | Buy |
95,031
+1,286
| +1% | +$110K | 7.36% | 8 |
|
|
2019
Q4 | $13.1M | Sell |
93,745
-4,447
| -5% | -$620K | 7.6% | 7 |
|
|
2019
Q3 | $11.6M | Sell |
98,192
-34,431
| -26% | -$4.05M | 7.46% | 7 |
|
|
2019
Q2 | $14.6M | Sell |
132,623
-28,519
| -18% | -$3.15M | 9.17% | 5 |
|
|
2019
Q1 | $16.1M | Sell |
161,142
-19,205
| -11% | -$1.92M | 11.03% | 4 |
|
|
2018
Q4 | $17.4M | Sell |
180,347
-3,126
| -2% | -$302K | 13.26% | 2 |
|
|
2018
Q3 | $20.7M | Sell |
183,473
-386
| -0.2% | -$43.6K | 12.92% | 3 |
|
|
2018
Q2 | $19.2M | Buy |
183,859
+986
| +0.5% | +$103K | 12.75% | 2 |
|
|
2018
Q1 | $20M | Buy |
+182,873
| New | +$20M | 13.12% | 2 |
|