SGAM
Steinberg Global Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.55M | Sell |
25,171
-654
| -3% | -$66.2K | 0.4% | 73 |
|
|
2018
Q4 | $2.52M | Buy |
25,825
+7,968
| +45% | +$778K | 0.43% | 74 |
|
|
2018
Q3 | $2.02M | Buy |
17,857
+507
| +3% | +$57.2K | 0.29% | 93 |
|
|
2018
Q2 | $1.81M | Sell |
17,350
-3,753
| -18% | -$391K | 0.27% | 89 |
|
|
2018
Q1 | $2.32M | Buy |
21,103
+852
| +4% | +$93.7K | 0.34% | 82 |
|
|
2017
Q4 | $2.17M | Buy |
20,251
+36
| +0.2% | +$3.85K | 0.31% | 79 |
|
|
2017
Q3 | $1.93M | Sell |
20,215
-256
| -1% | -$24.5K | 0.28% | 80 |
|
|
2017
Q2 | $1.87M | Buy |
20,471
+452
| +2% | +$41.3K | 0.28% | 79 |
|
|
2017
Q1 | $1.76M | Buy |
20,019
+3,347
| +20% | +$294K | 0.28% | 73 |
|
|
2016
Q4 | $1.44M | Sell |
16,672
-6,222
| -27% | -$537K | 0.24% | 81 |
|
|
2016
Q3 | $1.53M | Sell |
22,894
-858
| -4% | -$57.2K | 0.26% | 79 |
|
|
2016
Q2 | $1.48M | Buy |
23,752
+1,314
| +6% | +$81.7K | 0.26% | 77 |
|
|
2016
Q1 | $1.33M | Buy |
22,438
+10,761
| +92% | +$637K | 0.25% | 81 |
|
|
2015
Q4 | $771K | Buy |
11,677
+96
| +0.8% | +$6.34K | 0.15% | 112 |
|
|
2015
Q3 | $706K | Hold |
11,581
| – | – | 0.14% | 114 |
|
|
2015
Q2 | $785K | Buy |
11,581
+1,340
| +13% | +$90.8K | 0.15% | 107 |
|
|
2015
Q1 | $620K | Buy |
10,241
+503
| +5% | +$30.5K | 0.12% | 120 |
|
|
2014
Q4 | $609K | Hold |
9,738
| – | – | 0.13% | 108 |
|
|
2014
Q3 | $587K | Hold |
9,738
| – | – | 0.13% | 109 |
|
|
2014
Q2 | $561K | Buy |
9,738
+291
| +3% | +$16.8K | 0.13% | 113 |
|
|
2014
Q1 | $574K | Buy |
9,447
+550
| +6% | +$33.4K | 0.14% | 106 |
|
|
2013
Q4 | $520K | Sell |
8,897
-185
| -2% | -$10.8K | 0.11% | 128 |
|
|
2013
Q3 | $469K | Buy |
9,082
+1,160
| +15% | +$59.9K | 0.1% | 127 |
|
|
2013
Q2 | $418K | Buy |
+7,922
| New | +$418K | 0.11% | 134 |
|