Starfire Investment Advisers’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 | $1.16M | Buy |
12,351
+2,174
| +21% | +$204K | 0.55% | 50 |
|
|
2020
Q1 | $916K | Buy |
10,177
+2
| +0% | +$180 | 0.5% | 53 |
|
|
2019
Q4 | $1.42M | Buy |
10,175
+1
| +0% | +$139 | 0.54% | 47 |
|
|
2019
Q3 | $1.2M | Buy |
10,174
+1,302
| +15% | +$153K | 0.49% | 48 |
|
|
2019
Q2 | $991K | Buy |
8,872
+208
| +2% | +$23.2K | 0.44% | 53 |
|
|
2019
Q1 | $877K | Buy |
8,664
+2,390
| +38% | +$242K | 0.4% | 58 |
|
|
2018
Q4 | $612K | Buy |
+6,274
| New | +$612K | 0.33% | 76 |
|
|
2018
Q1 | – | Sell |
-7,283
| Closed | -$779K | – | 187 |
|
|
2017
Q4 | $779K | Buy |
+7,283
| New | +$779K | 0.62% | 43 |
|
|
2017
Q2 | – | Sell |
-2,840
| Closed | -$243K | – | 130 |
|
|
2017
Q1 | $243K | Hold |
2,840
| – | – | 0.13% | 122 |
|
|
2016
Q4 | $245K | Buy |
+2,840
| New | +$245K | 0.14% | 120 |
|