Train Babcock Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,115
| Closed | -$297K | – | 106 |
|
|
2017
Q3 | $297K | Sell |
3,115
-100
| -3% | -$9.54K | 0.17% | 67 |
|
|
2017
Q2 | $294K | Hold |
3,215
| – | – | 0.13% | 89 |
|
|
2017
Q1 | $282K | Sell |
3,215
-312
| -9% | -$27.4K | 0.13% | 92 |
|
|
2016
Q4 | $304K | Buy |
+3,527
| New | +$304K | 0.13% | 100 |
|
|
2016
Q1 | – | Sell |
-3,250
| Closed | -$215K | – | 115 |
|
|
2015
Q4 | $215K | Buy |
+3,250
| New | +$215K | 0.08% | 113 |
|
|
2015
Q3 | – | Sell |
-3,250
| Closed | -$220K | – | 129 |
|
|
2015
Q2 | $220K | Buy |
+3,250
| New | +$220K | 0.07% | 124 |
|
|
2015
Q1 | – | Sell |
-3,700
| Closed | -$231K | – | 136 |
|
|
2014
Q4 | $231K | Hold |
3,700
| – | – | 0.07% | 118 |
|
|
2014
Q3 | $223K | Hold |
3,700
| – | – | 0.08% | 115 |
|
|
2014
Q2 | $213K | Hold |
3,700
| – | – | 0.07% | 118 |
|
|
2014
Q1 | $225K | Hold |
3,700
| – | – | 0.07% | 115 |
|
|
2013
Q4 | $216K | Buy |
+3,700
| New | +$216K | 0.07% | 117 |
|