Spirit of America Management Corp’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-12,000
| Closed | -$323K | – | 341 |
|
|
2017
Q3 | $323K | Hold |
12,000
| – | – | 0.03% | 256 |
|
|
2017
Q2 | $324K | Hold |
12,000
| – | – | 0.03% | 254 |
|
|
2017
Q1 | $329K | Hold |
12,000
| – | – | 0.03% | 256 |
|
|
2016
Q4 | $323K | Hold |
12,000
| – | – | 0.04% | 256 |
|
|
2016
Q3 | $340K | Hold |
12,000
| – | – | 0.04% | 246 |
|
|
2016
Q2 | $338K | Hold |
12,000
| – | – | 0.05% | 235 |
|
|
2016
Q1 | $332K | Hold |
12,000
| – | – | 0.06% | 239 |
|
|
2015
Q4 | $330K | Hold |
12,000
| – | – | 0.06% | 234 |
|
|
2015
Q3 | $322K | Hold |
12,000
| – | – | 0.07% | 232 |
|
|
2015
Q2 | $314K | Hold |
12,000
| – | – | 0.06% | 248 |
|
|
2015
Q1 | $323K | Hold |
12,000
| – | – | 0.07% | 238 |
|
|
2014
Q4 | $317K | Hold |
12,000
| – | – | 0.08% | 237 |
|
|
2014
Q3 | $307K | Buy |
12,000
+10,000
| +500% | +$256K | 0.09% | 239 |
|
|
2014
Q2 | $52K | Hold |
2,000
| – | – | 0.02% | 285 |
|
|
2014
Q1 | $51K | Buy |
+2,000
| New | +$51K | 0.02% | 285 |
|