SFPIA
Stevens First Principles Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $14K | Buy |
127
+71
| +127% | +$7.83K | 0.01% | 115 |
|
|
2019
Q1 | $6K | Hold |
56
| – | – | ﹤0.01% | 131 |
|
|
2018
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 133 |
|
|
2018
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 138 |
|
|
2018
Q2 | $6K | Buy |
56
+32
| +133% | +$3.43K | ﹤0.01% | 134 |
|
|
2018
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 140 |
|
|
2017
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 175 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$33K | – | 159 |
|
|
2015
Q4 | $33K | Hold |
500
| – | – | 0.03% | 122 |
|
|
2015
Q3 | $30K | Buy |
+500
| New | +$30K | 0.02% | 136 |
|
|
2014
Q3 | – | Sell |
-900
| Closed | -$52K | – | 238 |
|
|
2014
Q2 | $52K | Sell |
900
-800
| -47% | -$46.2K | 0.03% | 145 |
|
|
2014
Q1 | $103K | Sell |
1,700
-600
| -26% | -$36.4K | 0.07% | 104 |
|
|
2013
Q4 | $135K | Buy |
+2,300
| New | +$135K | 0.08% | 100 |
|
|
2013
Q3 | – | Sell |
-1,900
| Closed | -$100K | – | 225 |
|
|
2013
Q2 | $100K | Buy |
+1,900
| New | +$100K | 0.07% | 96 |
|