Wellesley Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.16M | Sell |
12,063
-639
| -5% | -$61.5K | 0.4% | 23 |
|
|
2020
Q2 | $1.19M | Sell |
12,702
-166
| -1% | -$15.6K | 0.42% | 22 |
|
|
2020
Q1 | $1.16M | Sell |
12,868
-1,357
| -10% | -$122K | 0.46% | 23 |
|
|
2019
Q4 | $1.98M | Sell |
14,225
-987
| -6% | -$138K | 0.61% | 18 |
|
|
2019
Q3 | $1.79M | Buy |
15,212
+1,558
| +11% | +$183K | 0.59% | 18 |
|
|
2019
Q2 | $1.53M | Sell |
13,654
-5,393
| -28% | -$603K | 0.53% | 19 |
|
|
2019
Q1 | $1.93M | Sell |
19,047
-1,510
| -7% | -$153K | 0.66% | 17 |
|
|
2018
Q4 | $2.01M | Buy |
20,557
+256
| +1% | +$25K | 0.71% | 17 |
|
|
2018
Q3 | $2.29M | Buy |
20,301
+234
| +1% | +$26.4K | 0.75% | 19 |
|
|
2018
Q2 | $2.09M | Buy |
20,067
+953
| +5% | +$99.3K | 0.73% | 21 |
|
|
2018
Q1 | $2.1M | Buy |
19,114
+414
| +2% | +$45.5K | 0.76% | 19 |
|
|
2017
Q4 | $2M | Buy |
18,700
+590
| +3% | +$63.1K | 0.76% | 19 |
|
|
2017
Q3 | $1.73M | Sell |
18,110
-823
| -4% | -$78.6K | 0.71% | 19 |
|
|
2017
Q2 | $1.73M | Buy |
18,933
+1,295
| +7% | +$118K | 0.73% | 19 |
|
|
2017
Q1 | $1.55M | Sell |
17,638
-571
| -3% | -$50.1K | 0.68% | 19 |
|
|
2016
Q4 | $1.57M | Buy |
18,209
+1,323
| +8% | +$114K | 0.76% | 18 |
|
|
2016
Q3 | $1.12M | Buy |
16,886
+1,009
| +6% | +$67.2K | 0.58% | 19 |
|
|
2016
Q2 | $986K | Buy |
15,877
+1,005
| +7% | +$62.4K | 0.53% | 22 |
|
|
2016
Q1 | $881K | Buy |
14,872
+1,370
| +10% | +$81.2K | 0.53% | 25 |
|
|
2015
Q4 | $891K | Buy |
+13,502
| New | +$891K | 0.61% | 21 |
|