Yorktown Management & Research Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,500
| Closed | -$320K | – | 397 |
|
|
2017
Q2 | $320K | Hold |
3,500
| – | – | 0.1% | 132 |
|
|
2017
Q1 | $307K | Hold |
3,500
| – | – | 0.08% | 154 |
|
|
2016
Q4 | $302K | Hold |
3,500
| – | – | 0.08% | 128 |
|
|
2016
Q3 | $233K | Hold |
3,500
| – | – | 0.05% | 231 |
|
|
2016
Q2 | $217K | Hold |
3,500
| – | – | 0.05% | 261 |
|
|
2016
Q1 | $207K | Sell |
3,500
-23,000
| -87% | -$1.36M | 0.04% | 324 |
|
|
2015
Q4 | $1.75M | Sell |
26,500
-6,000
| -18% | -$396K | 0.31% | 111 |
|
|
2015
Q3 | $1.98M | Buy |
32,500
+28,000
| +622% | +$1.71M | 0.33% | 117 |
|
|
2015
Q2 | $305K | Hold |
4,500
| – | – | 0.05% | 235 |
|
|
2015
Q1 | $273K | Hold |
4,500
| – | – | 0.05% | 277 |
|
|
2014
Q4 | $282K | Sell |
4,500
-500
| -10% | -$31.3K | 0.06% | 195 |
|
|
2014
Q3 | $301K | Hold |
5,000
| – | – | 0.06% | 165 |
|
|
2014
Q2 | $288K | Hold |
5,000
| – | – | 0.05% | 236 |
|
|
2014
Q1 | $304K | Sell |
5,000
-2,000
| -29% | -$122K | 0.06% | 188 |
|
|
2013
Q4 | $409K | Hold |
7,000
| – | – | 0.08% | 125 |
|
|
2013
Q3 | $362K | Hold |
7,000
| – | – | 0.08% | 133 |
|
|
2013
Q2 | $370K | Buy |
+7,000
| New | +$370K | 0.08% | 120 |
|