WEC
Winslow Evans & Crocker’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.59M | Buy |
42,400
+9,618
| +29% | +$1.04M | 0.87% | 22 |
|
|
2020
Q3 | $3.16M | Buy |
32,782
+208
| +0.6% | +$20K | 0.78% | 27 |
|
|
2020
Q2 | $3.06M | Buy |
32,574
+1,254
| +4% | +$118K | 0.82% | 24 |
|
|
2020
Q1 | $2.82M | Sell |
31,320
-276
| -0.9% | -$24.9K | 0.93% | 22 |
|
|
2019
Q4 | $4.41M | Buy |
31,596
+6,082
| +24% | +$848K | 1.12% | 16 |
|
|
2019
Q3 | $3M | Buy |
25,514
+246
| +1% | +$29K | 0.84% | 21 |
|
|
2019
Q2 | $2.83M | Buy |
25,268
+60
| +0.2% | +$6.71K | 0.79% | 24 |
|
|
2019
Q1 | $2.55M | Buy |
25,208
+156
| +0.6% | +$15.8K | 0.73% | 28 |
|
|
2018
Q4 | $2.45M | Buy |
25,052
+3,470
| +16% | +$339K | 0.82% | 26 |
|
|
2018
Q3 | $2.44M | Buy |
21,582
+1,052
| +5% | +$119K | 0.74% | 26 |
|
|
2018
Q2 | $2.14M | Sell |
20,530
-166
| -0.8% | -$17.3K | 0.67% | 28 |
|
|
2018
Q1 | $2.28M | Buy |
20,696
+80
| +0.4% | +$8.8K | 0.74% | 28 |
|
|
2017
Q4 | $2.2M | Buy |
20,616
+1,126
| +6% | +$120K | 0.71% | 30 |
|
|
2017
Q3 | $1.86M | Sell |
19,490
-4,295
| -18% | -$410K | 0.62% | 36 |
|
|
2017
Q2 | $2.17M | Buy |
23,785
+2,425
| +11% | +$221K | 0.6% | 38 |
|
|
2017
Q1 | $1.88M | Sell |
21,360
-514
| -2% | -$45.1K | 0.59% | 36 |
|
|
2016
Q4 | $1.89M | Sell |
21,874
-1,308
| -6% | -$113K | 0.58% | 37 |
|
|
2016
Q3 | $1.54M | Sell |
23,182
-96
| -0.4% | -$6.39K | 0.44% | 49 |
|
|
2016
Q2 | $1.45M | Buy |
23,278
+336
| +1% | +$20.9K | 0.43% | 55 |
|
|
2016
Q1 | $1.36M | Sell |
22,942
-500
| -2% | -$29.6K | 0.41% | 59 |
|
|
2015
Q4 | $1.55M | Buy |
23,442
+612
| +3% | +$40.4K | 0.44% | 50 |
|
|
2015
Q3 | $1.39M | Buy |
22,830
+1,274
| +6% | +$77.7K | 0.44% | 51 |
|
|
2015
Q2 | $1.46M | Buy |
21,556
+1,252
| +6% | +$84.8K | 0.41% | 52 |
|
|
2015
Q1 | $1.23M | Buy |
20,304
+4,730
| +30% | +$287K | 0.35% | 59 |
|
|
2014
Q4 | $975K | Sell |
15,574
-840
| -5% | -$52.6K | 0.28% | 86 |
|
|
2014
Q3 | $989K | Buy |
16,414
+928
| +6% | +$55.9K | 0.28% | 85 |
|
|
2014
Q2 | $892K | Buy |
15,486
+231
| +2% | +$13.3K | 0.3% | 94 |
|
|
2014
Q1 | $926K | Sell |
15,255
-1,355
| -8% | -$82.3K | 0.32% | 73 |
|
|
2013
Q4 | $971K | Buy |
+16,610
| New | +$971K | 0.33% | 75 |
|