Tradition 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 | $7.39M | Buy |
73,044
+4,448
| +6% | +$450K | 2.01% | 8 |
|
|
2018
Q4 | $6.7M | Buy |
68,596
+3,470
| +5% | +$339K | 2.09% | 7 |
|
|
2018
Q3 | $7.35M | Sell |
65,126
-550
| -0.8% | -$62.1K | 1.92% | 7 |
|
|
2018
Q2 | $6.84M | Sell |
65,676
-741
| -1% | -$77.2K | 1.94% | 7 |
|
|
2018
Q1 | $7.3M | Buy |
66,417
+1,377
| +2% | +$151K | 2.09% | 4 |
|
|
2017
Q4 | $6.96M | Sell |
65,040
-1,014
| -2% | -$108K | 1.89% | 8 |
|
|
2017
Q3 | $6.31M | Buy |
66,054
+783
| +1% | +$74.8K | 2.04% | 11 |
|
|
2017
Q2 | $5.97M | Sell |
65,271
-600
| -0.9% | -$54.8K | 1.98% | 8 |
|
|
2017
Q1 | $5.79M | Sell |
65,871
-2,455
| -4% | -$216K | 1.89% | 11 |
|
|
2016
Q4 | $5.9M | Sell |
68,326
-28,212
| -29% | -$2.43M | 1.97% | 10 |
|
|
2016
Q3 | $6.43M | Sell |
96,538
-5,868
| -6% | -$391K | 2.25% | 6 |
|
|
2016
Q2 | $6.36M | Sell |
102,406
-18,911
| -16% | -$1.18M | 2.13% | 9 |
|
|
2016
Q1 | $7.18M | Sell |
121,317
-6,905
| -5% | -$409K | 2.38% | 5 |
|
|
2015
Q4 | $8.47M | Sell |
128,222
-7,370
| -5% | -$487K | 2.86% | 2 |
|
|
2015
Q3 | $8.27M | Sell |
135,592
-1,359
| -1% | -$82.9K | 3.05% | 1 |
|
|
2015
Q2 | $9.28M | Buy |
136,951
+3,806
| +3% | +$258K | 3.02% | 1 |
|
|
2015
Q1 | $8.07M | Buy |
133,145
+750
| +0.6% | +$45.4K | 2.61% | 2 |
|
|
2014
Q4 | $8.29M | Buy |
132,395
+332
| +0.3% | +$20.8K | 2.63% | 2 |
|
|
2014
Q3 | $7.96M | Buy |
132,063
+4,672
| +4% | +$281K | 2.55% | 4 |
|
|
2014
Q2 | $7.34M | Buy |
127,391
+3,438
| +3% | +$198K | 2.31% | 5 |
|
|
2014
Q1 | $7.53M | Buy |
123,953
+582
| +0.5% | +$35.3K | 2.44% | 3 |
|
|
2013
Q4 | $7.21M | Buy |
123,371
+23,339
| +23% | +$1.36M | 2.36% | 3 |
|
|
2013
Q3 | $5.17M | Buy |
100,032
+1,621
| +2% | +$83.8K | 1.83% | 9 |
|
|
2013
Q2 | $5.2M | Buy |
+98,411
| New | +$5.2M | 1.92% | 10 |
|