SRB Corp’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,688
| Closed | -$529K | – | 176 |
|
|
2018
Q3 | $529K | Hold |
4,688
| – | – | 0.05% | 103 |
|
|
2018
Q2 | $488K | Buy |
4,688
+2,866
| +157% | +$298K | 0.05% | 114 |
|
|
2018
Q1 | $200K | Sell |
1,822
-124
| -6% | -$13.6K | 0.03% | 108 |
|
|
2017
Q4 | $208K | Hold |
1,946
| – | – | 0.03% | 65 |
|
|
2017
Q3 | $186K | Sell |
1,946
-191
| -9% | -$18.3K | 0.02% | 94 |
|
|
2017
Q2 | $195K | Buy |
2,137
+153
| +8% | +$14K | 0.03% | 39 |
|
|
2017
Q1 | $174K | Sell |
1,984
-212
| -10% | -$18.6K | 0.02% | 118 |
|
|
2016
Q4 | $189K | Sell |
2,196
-178
| -7% | -$15.3K | 0.03% | 23 |
|
|
2016
Q3 | $158K | Buy |
2,374
+144
| +6% | +$9.58K | 0.02% | 84 |
|
|
2016
Q2 | $139K | Sell |
2,230
-152
| -6% | -$9.47K | 0.02% | 114 |
|
|
2016
Q1 | $141K | Buy |
2,382
+213
| +10% | +$12.6K | 0.02% | 156 |
|
|
2015
Q4 | $143K | Sell |
2,169
-255
| -11% | -$16.8K | 0.02% | 68 |
|
|
2015
Q3 | $148K | Buy |
2,424
+223
| +10% | +$13.6K | 0.02% | 104 |
|
|
2015
Q2 | $149K | Sell |
2,201
-663
| -23% | -$44.9K | 0.02% | 38 |
|
|
2015
Q1 | $174K | Buy |
2,864
+504
| +21% | +$30.6K | 0.02% | 29 |
|
|
2014
Q4 | $148K | Hold |
2,360
| – | – | 0.02% | 110 |
|
|
2014
Q3 | $142K | Buy |
+2,360
| New | +$142K | 0.02% | 56 |
|