Thompson Rubinstein Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $507K | Hold |
|
|||||
|
2018
Q4 | $489K | Sell |
|
|||||
|
2018
Q3 | $706K | Hold |
|
|||||
|
2018
Q2 | $652K | Hold |
|
|||||
|
2018
Q1 | $688K | Hold |
|
|||||
|
2017
Q4 | $669K | Hold |
|
|||||
|
2017
Q3 | $597K | Hold |
|
|||||
|
2017
Q2 | $572K | Sell |
|
|||||
|
2017
Q1 | $704K | Sell |
|
|||||
|
2016
Q4 | $709K | Hold |
|
|||||
|
2016
Q3 | $547K | Hold |
|
|||||
|
2016
Q2 | $511K | Hold |
|
|||||
|
2016
Q1 | $487K | Hold |
|
|||||
|
2015
Q4 | $543K | Hold |
|
|||||
|
2015
Q3 | $501K | Hold |
|
|||||
|
2015
Q2 | $557K | Sell |
|
|||||
|
2015
Q1 | $542K | Hold |
|
|||||
|
2014
Q4 | $560K | Hold |
|
|||||
|
2014
Q3 | $539K | Hold |
|
|||||
|
2014
Q2 | $515K | Sell |
|
|||||
|
2014
Q1 | $551K | Sell |
|
|||||
|
2013
Q4 | $642K | Buy |
|
|||||
|
2013
Q3 | $505K | Hold |
|
|||||
|
2013
Q2 | $516K | Buy |
|