TAM
Tiverton Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $31.3M | Buy |
265,830
+10,793
| +4% | +$1.27M | 1.09% | 14 |
|
|
2019
Q2 | $28.5M | Buy |
255,037
+73,874
| +41% | +$8.26M | 1.02% | 18 |
|
|
2019
Q1 | $18.3M | Buy |
181,163
+74,847
| +70% | +$7.58M | 0.8% | 26 |
|
|
2018
Q4 | $10.4M | Sell |
106,316
-2,500
| -2% | -$244K | 0.62% | 42 |
|
|
2018
Q3 | $12.3M | Sell |
108,816
-1,386
| -1% | -$156K | 0.6% | 45 |
|
|
2018
Q2 | $11.5M | Buy |
110,202
+57,867
| +111% | +$6.03M | 0.58% | 43 |
|
|
2018
Q1 | $5.76M | Buy |
52,335
+15,392
| +42% | +$1.69M | 0.4% | 69 |
|
|
2017
Q4 | $3.95M | Buy |
+36,943
| New | +$3.95M | 0.25% | 94 |
|
|
2017
Q1 | – | Sell |
-34,581
| Closed | -$2.98M | – | 194 |
|
|
2016
Q4 | $2.98M | Buy |
+34,581
| New | +$2.98M | 0.18% | 138 |
|