Woodley Farra Manion Portfolio Management’s JPMorgan Chase & Co. Called JPM.PRF.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-34,024
| Closed | -$870K | – | 431 |
|
|
2019
Q3 | $870K | Sell |
34,024
-795
| -2% | -$20.3K | 0.09% | 57 |
|
|
2019
Q2 | $897K | Sell |
34,819
-175
| -0.5% | -$4.51K | 0.09% | 57 |
|
|
2019
Q1 | $909K | Sell |
34,994
-3,025
| -8% | -$78.6K | 0.1% | 54 |
|
|
2018
Q4 | $963K | Sell |
38,019
-405
| -1% | -$10.3K | 0.12% | 53 |
|
|
2018
Q3 | $991K | Buy |
38,424
+1,520
| +4% | +$39.2K | 0.1% | 56 |
|
|
2018
Q2 | $967K | Buy |
36,904
+35
| +0.1% | +$917 | 0.11% | 57 |
|
|
2018
Q1 | $965K | Sell |
36,869
-3,325
| -8% | -$87K | 0.11% | 56 |
|
|
2017
Q4 | $1.06M | Buy |
40,194
+4,389
| +12% | +$116K | 0.12% | 55 |
|
|
2017
Q3 | $957K | Buy |
+35,805
| New | +$957K | 0.11% | 62 |
|