Wheatland Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,447
| Closed | -$759K | – | 63 |
|
|
2019
Q4 | $759K | Sell |
5,447
-996
| -15% | -$139K | 0.97% | 38 |
|
|
2019
Q3 | $758K | Sell |
6,443
-2,640
| -29% | -$311K | 0.69% | 51 |
|
|
2019
Q2 | $1.02M | Hold |
9,083
| – | – | 0.77% | 47 |
|
|
2019
Q1 | $919K | Hold |
9,083
| – | – | 0.7% | 49 |
|
|
2018
Q4 | $887K | Hold |
9,083
| – | – | 0.77% | 42 |
|
|
2018
Q3 | $1.03M | Hold |
9,083
| – | – | 0.77% | 45 |
|
|
2018
Q2 | $946K | Hold |
9,083
| – | – | 0.76% | 48 |
|
|
2018
Q1 | $999K | Hold |
9,083
| – | – | 0.82% | 43 |
|
|
2017
Q4 | $971K | Sell |
9,083
-25
| -0.3% | -$2.67K | 0.79% | 47 |
|
|
2017
Q3 | $870K | Sell |
9,108
-7
| -0.1% | -$669 | 0.74% | 45 |
|
|
2017
Q2 | $833K | Hold |
9,115
| – | – | 0.75% | 46 |
|
|
2017
Q1 | $801K | Hold |
9,115
| – | – | 0.72% | 50 |
|
|
2016
Q4 | $787K | Sell |
9,115
-48
| -0.5% | -$4.14K | 0.7% | 51 |
|
|
2016
Q3 | $610K | Hold |
9,163
| – | – | 0.57% | 57 |
|
|
2016
Q2 | $569K | Sell |
9,163
-396
| -4% | -$24.6K | 0.55% | 55 |
|
|
2016
Q1 | $566K | Hold |
9,559
| – | – | 0.58% | 55 |
|
|
2015
Q4 | $631K | Hold |
9,559
| – | – | 0.65% | 53 |
|
|
2015
Q3 | $583K | Hold |
9,559
| – | – | 0.63% | 54 |
|
|
2015
Q2 | $648K | Hold |
9,559
| – | – | 0.62% | 57 |
|
|
2015
Q1 | $579K | Buy |
9,559
+25
| +0.3% | +$1.51K | 0.58% | 56 |
|
|
2014
Q4 | $597K | Hold |
9,534
| – | – | 0.58% | 56 |
|
|
2014
Q3 | $574K | Hold |
9,534
| – | – | 0.57% | 56 |
|
|
2014
Q2 | $549K | Hold |
9,534
| – | – | 0.5% | 62 |
|
|
2014
Q1 | $579K | Hold |
9,534
| – | – | 0.59% | 55 |
|
|
2013
Q4 | $558K | Buy |
+9,534
| New | +$558K | 0.59% | 54 |
|