Stewart West Indies Trading Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $113M | Hold |
1,028,000
| – | – | 9.79% | 2 |
|
|
2017
Q4 | $110M | Hold |
1,028,000
| – | – | 9.28% | 2 |
|
|
2017
Q3 | $98.2M | Hold |
1,028,000
| – | – | 8.58% | 2 |
|
|
2017
Q2 | $94M | Hold |
1,028,000
| – | – | 8.21% | 2 |
|
|
2017
Q1 | $90.3M | Hold |
1,028,000
| – | – | 7.8% | 2 |
|
|
2016
Q4 | $88.7M | Hold |
1,028,000
| – | – | 7.89% | 2 |
|
|
2016
Q3 | $68.5M | Hold |
1,028,000
| – | – | 6.55% | 4 |
|
|
2016
Q2 | $63.9M | Hold |
1,028,000
| – | – | 6.17% | 5 |
|
|
2016
Q1 | $60.9M | Hold |
1,028,000
| – | – | 6.06% | 4 |
|
|
2015
Q4 | $67.9M | Hold |
1,028,000
| – | – | 7.01% | 2 |
|
|
2015
Q3 | $62.7M | Hold |
1,028,000
| – | – | 6.59% | 5 |
|
|
2015
Q2 | $69.7M | Hold |
1,028,000
| – | – | 7.06% | 3 |
|
|
2015
Q1 | $62.3M | Hold |
1,028,000
| – | – | 6.04% | 5 |
|
|
2014
Q4 | $64.3M | Hold |
1,028,000
| – | – | 6.13% | 5 |
|
|
2014
Q3 | $61.9M | Hold |
1,028,000
| – | – | 6.2% | 5 |
|
|
2014
Q2 | $59.2M | Hold |
1,028,000
| – | – | 6.12% | 5 |
|
|
2014
Q1 | $62.4M | Hold |
1,028,000
| – | – | 6.65% | 3 |
|
|
2013
Q4 | $60.1M | Hold |
1,028,000
| – | – | 6.49% | 3 |
|
|
2013
Q3 | $53.1M | Hold |
1,028,000
| – | – | 6.08% | 4 |
|
|
2013
Q2 | $54.3M | Buy |
+1,028,000
| New | +$54.3M | 6.31% | 4 |
|