Stadion 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,223
| Closed | -$251K | – | 118 |
|
2018
Q3 | $251K | Sell |
2,223
-352
| -14% | -$39.7K | 0.01% | 106 |
|
2018
Q2 | $268K | Sell |
2,575
-111
| -4% | -$11.6K | 0.01% | 106 |
|
2018
Q1 | $295K | Sell |
2,686
-1,176
| -30% | -$129K | 0.01% | 104 |
|
2017
Q4 | $413K | Sell |
3,862
-1,896
| -33% | -$203K | 0.01% | 99 |
|
2017
Q3 | $550K | Sell |
5,758
-1,769
| -24% | -$169K | 0.02% | 101 |
|
2017
Q2 | $688K | Sell |
7,527
-19,313
| -72% | -$1.77M | 0.02% | 95 |
|
2017
Q1 | $2.36M | Buy |
26,840
+722
| +3% | +$63.4K | 0.07% | 92 |
|
2016
Q4 | $2.25M | Sell |
26,118
-3,910
| -13% | -$337K | 0.07% | 90 |
|
2016
Q3 | $2M | Hold |
30,028
| – | – | 0.06% | 81 |
|
2016
Q2 | $1.87M | Buy |
30,028
+2,238
| +8% | +$139K | 0.06% | 86 |
|
2016
Q1 | $1.65M | Buy |
27,790
+8,862
| +47% | +$525K | 0.05% | 86 |
|
2015
Q4 | $1.25M | Buy |
18,928
+2,351
| +14% | +$155K | 0.05% | 71 |
|
2015
Q3 | $1.01M | Buy |
16,577
+5,795
| +54% | +$353K | 0.06% | 88 |
|
2015
Q2 | $731K | Sell |
10,782
-5,591
| -34% | -$379K | 0.04% | 82 |
|
2015
Q1 | $992K | Buy |
16,373
+5,940
| +57% | +$360K | 0.03% | 94 |
|
2014
Q4 | $653K | Buy |
10,433
+6,564
| +170% | +$411K | 0.01% | 104 |
|
2014
Q3 | $233K | Buy |
+3,869
| New | +$233K | 0.01% | 95 |
|