WC
Whitnell & Co’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.28M | Sell |
23,559
-12
| -0.1% | -$1.67K | 1.01% | 34 |
|
|
2019
Q3 | $2.77M | Buy |
23,571
+15,257
| +184% | +$1.8M | 0.93% | 35 |
|
|
2019
Q2 | $930K | Sell |
8,314
-567
| -6% | -$63.4K | 0.35% | 74 |
|
|
2019
Q1 | $899K | Buy |
8,881
+803
| +10% | +$81.3K | 0.35% | 75 |
|
|
2018
Q4 | $789K | Sell |
8,078
-70
| -0.9% | -$6.84K | 0.35% | 70 |
|
|
2018
Q3 | $919K | Buy |
8,148
+2
| +0% | +$226 | 0.36% | 68 |
|
|
2018
Q2 | $849K | Sell |
8,146
-98
| -1% | -$10.2K | 0.35% | 69 |
|
|
2018
Q1 | $907K | Buy |
8,244
+570
| +7% | +$62.7K | 0.38% | 68 |
|
|
2017
Q4 | $821K | Sell |
7,674
-97
| -1% | -$10.4K | 0.34% | 75 |
|
|
2017
Q3 | $742K | Buy |
7,771
+2
| +0% | +$191 | 0.32% | 79 |
|
|
2017
Q2 | $710K | Sell |
7,769
-348
| -4% | -$31.8K | 0.31% | 82 |
|
|
2017
Q1 | $713K | Sell |
8,117
-737
| -8% | -$64.7K | 0.32% | 79 |
|
|
2016
Q4 | $764K | Sell |
8,854
-328
| -4% | -$28.3K | 0.35% | 77 |
|
|
2016
Q3 | $611K | Buy |
9,182
+3
| +0% | +$200 | 0.21% | 88 |
|
|
2016
Q2 | $570K | Buy |
9,179
+3
| +0% | +$186 | 0.19% | 96 |
|
|
2016
Q1 | $543K | Sell |
9,176
-972
| -10% | -$57.5K | 0.2% | 98 |
|
|
2015
Q4 | $670K | Sell |
10,148
-380
| -4% | -$25.1K | 0.25% | 88 |
|
|
2015
Q3 | $642K | Sell |
10,528
-2,127
| -17% | -$130K | 0.25% | 88 |
|
|
2015
Q2 | $858K | Sell |
12,655
-420
| -3% | -$28.5K | 0.31% | 81 |
|
|
2015
Q1 | $792K | Sell |
13,075
-2,297
| -15% | -$139K | 0.3% | 79 |
|
|
2014
Q4 | $962K | Sell |
15,372
-220
| -1% | -$13.8K | 0.36% | 74 |
|
|
2014
Q3 | $939K | Buy |
15,592
+228
| +1% | +$13.7K | 0.37% | 68 |
|
|
2014
Q2 | $885K | Sell |
15,364
-514
| -3% | -$29.6K | 0.4% | 75 |
|
|
2014
Q1 | $964K | Sell |
15,878
-97
| -0.6% | -$5.89K | 0.45% | 69 |
|
|
2013
Q4 | $934K | Sell |
15,975
-1,595
| -9% | -$93.3K | 0.43% | 72 |
|
|
2013
Q3 | $908K | Sell |
17,570
-947
| -5% | -$48.9K | 0.45% | 68 |
|
|
2013
Q2 | $978K | Buy |
+18,517
| New | +$978K | 0.49% | 65 |
|