Stokes & Hubbell Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.2M | Buy |
21,725
+1,179
| +6% | +$119K | 0.46% | 52 |
|
|
2018
Q4 | $2.01M | Sell |
20,546
-81
| -0.4% | -$7.91K | 0.45% | 48 |
|
|
2018
Q3 | $2.33M | Buy |
20,627
+491
| +2% | +$55.4K | 0.48% | 50 |
|
|
2018
Q2 | $2.1M | Buy |
20,136
+469
| +2% | +$48.9K | 0.48% | 47 |
|
|
2018
Q1 | $2.16M | Buy |
19,667
+340
| +2% | +$37.4K | 0.5% | 49 |
|
|
2017
Q4 | $2.07M | Sell |
19,327
-281
| -1% | -$30.1K | 0.5% | 48 |
|
|
2017
Q3 | $1.87M | Buy |
19,608
+8,225
| +72% | +$786K | 0.48% | 49 |
|
|
2017
Q2 | $1.04M | Buy |
11,383
+2,407
| +27% | +$220K | 0.32% | 55 |
|
|
2017
Q1 | $788K | Buy |
8,976
+539
| +6% | +$47.3K | 0.27% | 57 |
|
|
2016
Q4 | $728K | Buy |
8,437
+33
| +0.4% | +$2.85K | 0.28% | 56 |
|
|
2016
Q3 | $560K | Buy |
8,404
+33
| +0.4% | +$2.2K | 0.23% | 58 |
|
|
2016
Q2 | $520K | Buy |
8,371
+262
| +3% | +$16.3K | 0.22% | 56 |
|
|
2016
Q1 | $480K | Buy |
8,109
+1,283
| +19% | +$75.9K | 0.22% | 56 |
|
|
2015
Q4 | $451K | Buy |
6,826
+15
| +0.2% | +$991 | 0.24% | 58 |
|
|
2015
Q3 | $415K | Buy |
+6,811
| New | +$415K | 0.25% | 53 |
|