VIA
Vantage Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $371K | Buy |
4,361
+1,769
| +68% | +$150K | 0.08% | 113 |
|
|
2018
Q2 | $270K | Sell |
2,592
-411
| -14% | -$42.8K | 0.07% | 123 |
|
|
2018
Q1 | $330K | Sell |
3,003
-92
| -3% | -$10.1K | 0.08% | 116 |
|
|
2017
Q4 | $331K | Buy |
3,095
+274
| +10% | +$29.3K | 0.08% | 124 |
|
|
2017
Q3 | $269K | Sell |
2,821
-199
| -7% | -$19K | 0.07% | 124 |
|
|
2017
Q2 | $266K | Buy |
3,020
+791
| +35% | +$69.7K | 0.08% | 118 |
|
|
2017
Q1 | $196K | Sell |
2,229
-93
| -4% | -$8.18K | 0.06% | 129 |
|
|
2016
Q4 | $200K | Sell |
2,322
-179
| -7% | -$15.4K | 0.08% | 122 |
|
|
2016
Q3 | $167K | Sell |
2,501
-2,423
| -49% | -$162K | 0.07% | 120 |
|
|
2016
Q2 | $302K | Buy |
4,924
+10
| +0.2% | +$613 | 0.13% | 101 |
|
|
2016
Q1 | $291K | Buy |
4,914
+692
| +16% | +$41K | 0.13% | 97 |
|
|
2015
Q4 | $279K | Buy |
4,222
+279
| +7% | +$18.4K | 0.14% | 96 |
|
|
2015
Q3 | $240K | Buy |
3,943
+908
| +30% | +$55.3K | 0.14% | 105 |
|
|
2015
Q2 | $206K | Sell |
3,035
-2,410
| -44% | -$164K | 0.11% | 110 |
|
|
2015
Q1 | $330K | Buy |
5,445
+3,199
| +142% | +$194K | 0.09% | 120 |
|
|
2014
Q4 | $141K | Sell |
2,246
-545
| -20% | -$34.2K | 0.08% | 129 |
|
|
2014
Q3 | $168K | Hold |
2,791
| – | – | 0.1% | 114 |
|
|
2014
Q2 | $161K | Buy |
2,791
+208
| +8% | +$12K | 0.1% | 121 |
|
|
2014
Q1 | $157K | Buy |
2,583
+4
| +0.2% | +$243 | 0.1% | 117 |
|
|
2013
Q4 | $151K | Buy |
+2,579
| New | +$151K | 0.1% | 115 |
|