Abbrea Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.98M | Sell |
44,402
-696
| -2% | -$141K | 1.19% | 22 |
|
|
2024
Q1 | $9.03M | Sell |
45,098
-550
| -1% | -$110K | 1.19% | 22 |
|
|
2023
Q4 | $7.77M | Buy |
45,648
+635
| +1% | +$108K | 1.12% | 23 |
|
|
2023
Q3 | $6.53M | Buy |
45,013
+313
| +0.7% | +$45.4K | 1.04% | 26 |
|
|
2023
Q2 | $6.5M | Buy |
44,700
+1,542
| +4% | +$224K | 1% | 25 |
|
|
2023
Q1 | $5.62M | Buy |
43,158
+145
| +0.3% | +$18.9K | 0.95% | 26 |
|
|
2022
Q4 | $5.77M | Buy |
43,013
+815
| +2% | +$109K | 1.04% | 20 |
|
|
2022
Q3 | $4.41M | Sell |
42,198
-813
| -2% | -$85K | 0.83% | 25 |
|
|
2022
Q2 | $4.84M | Sell |
43,011
-2,013
| -4% | -$227K | 0.81% | 29 |
|
|
2022
Q1 | $6.14M | Buy |
45,024
+135
| +0.3% | +$18.4K | 0.86% | 28 |
|
|
2021
Q4 | $7.11M | Buy |
44,889
+1,077
| +2% | +$171K | 0.96% | 21 |
|
|
2021
Q3 | $7.17M | Buy |
43,812
+1,646
| +4% | +$269K | 1.07% | 21 |
|
|
2021
Q2 | $6.56M | Sell |
42,166
-161
| -0.4% | -$25K | 0.98% | 22 |
|
|
2021
Q1 | $6.44M | Buy |
42,327
+1,190
| +3% | +$181K | 1.06% | 22 |
|
|
2020
Q4 | $5.23M | Buy |
41,137
+1,095
| +3% | +$139K | 0.94% | 27 |
|
|
2020
Q3 | $3.86M | Sell |
40,042
-892
| -2% | -$85.9K | 0.82% | 31 |
|
|
2020
Q2 | $3.85M | Sell |
40,934
-632
| -2% | -$59.4K | 0.88% | 28 |
|
|
2020
Q1 | $3.74M | Buy |
41,566
+2,022
| +5% | +$182K | 0.99% | 26 |
|
|
2019
Q4 | $5.51M | Buy |
39,544
+201
| +0.5% | +$28K | 1.17% | 23 |
|
|
2019
Q3 | $4.63M | Buy |
39,343
+3,156
| +9% | +$371K | 1.07% | 25 |
|
|
2019
Q2 | $4.05M | Sell |
36,187
-594
| -2% | -$66.4K | 0.99% | 30 |
|
|
2019
Q1 | $3.72M | Sell |
36,781
-254
| -0.7% | -$25.7K | 1.07% | 28 |
|
|
2018
Q4 | $3.62M | Sell |
37,035
-732
| -2% | -$71.5K | 1.19% | 23 |
|
|
2018
Q3 | $4.26M | Buy |
37,767
+333
| +0.9% | +$37.6K | 1.26% | 17 |
|
|
2018
Q2 | $3.9M | Buy |
37,434
+330
| +0.9% | +$34.4K | 1.22% | 21 |
|
|
2018
Q1 | $4.08M | Buy |
37,104
+2,482
| +7% | +$273K | 1.32% | 20 |
|
|
2017
Q4 | $3.7M | Sell |
34,622
-643
| -2% | -$68.8K | 1.26% | 22 |
|
|
2017
Q3 | $3.37M | Buy |
35,265
+230
| +0.7% | +$22K | 1.25% | 19 |
|
|
2017
Q2 | $3.2M | Sell |
35,035
-575
| -2% | -$52.6K | 1.28% | 19 |
|
|
2017
Q1 | $3.13M | Buy |
35,610
+2,380
| +7% | +$209K | 1.28% | 19 |
|
|
2016
Q4 | $2.87M | Buy |
+33,230
| New | +$2.87M | 1.34% | 20 |
|