AP
Advisor Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $13.7M | Buy |
121,506
+589
| +0.5% | +$66.3K | 0.96% | 12 |
|
|
2022
Q1 | $16.5M | Sell |
120,917
-6,672
| -5% | -$910K | 1.03% | 11 |
|
|
2021
Q4 | $20.2M | Buy |
127,589
+432
| +0.3% | +$68.4K | 1.22% | 9 |
|
|
2021
Q3 | $20.8M | Sell |
127,157
-1,402
| -1% | -$229K | 1.4% | 7 |
|
|
2021
Q2 | $20M | Buy |
128,559
+1,014
| +0.8% | +$158K | 1.31% | 8 |
|
|
2021
Q1 | $19.4M | Sell |
127,545
-1,998
| -2% | -$304K | 1.39% | 7 |
|
|
2020
Q4 | $16.5M | Buy |
129,543
+1,933
| +2% | +$246K | 1.24% | 9 |
|
|
2020
Q3 | $12.3M | Sell |
127,610
-587
| -0.5% | -$56.5K | 1.05% | 14 |
|
|
2020
Q2 | $12.1M | Buy |
128,197
+11,538
| +10% | +$1.09M | 1.12% | 11 |
|
|
2020
Q1 | $10.5M | Sell |
116,659
-12,412
| -10% | -$1.12M | 1.27% | 10 |
|
|
2019
Q4 | $17.6M | Buy |
129,071
+15,294
| +13% | +$2.09M | 1.82% | 4 |
|
|
2019
Q3 | $13.4M | Buy |
113,777
+8,509
| +8% | +$1M | 1.62% | 4 |
|
|
2019
Q2 | $11.8M | Buy |
105,268
+6,461
| +7% | +$722K | 1.44% | 6 |
|
|
2019
Q1 | $10M | Sell |
98,807
-5,015
| -5% | -$508K | 1.28% | 6 |
|
|
2018
Q4 | $10.1M | Buy |
103,822
+3,539
| +4% | +$345K | 1.62% | 5 |
|
|
2018
Q3 | $11.3M | Buy |
100,283
+3,367
| +3% | +$380K | 1.52% | 5 |
|
|
2018
Q2 | $10.1M | Buy |
96,916
+3,879
| +4% | +$404K | 1.71% | 4 |
|
|
2018
Q1 | $10.2M | Buy |
93,037
+3,242
| +4% | +$357K | 1.89% | 4 |
|
|
2017
Q4 | $10.1M | Buy |
89,795
+9,814
| +12% | +$1.11M | 1.81% | 4 |
|
|
2017
Q3 | $7.64M | Buy |
79,981
+5,944
| +8% | +$568K | 1.5% | 5 |
|
|
2017
Q2 | $6.77M | Buy |
74,037
+1,366
| +2% | +$125K | 1.59% | 5 |
|
|
2017
Q1 | $6.38M | Buy |
72,671
+6,177
| +9% | +$543K | 1.7% | 4 |
|
|
2016
Q4 | $5.74M | Buy |
66,494
+6,998
| +12% | +$604K | 1.73% | 5 |
|
|
2016
Q3 | $3.96M | Buy |
59,496
+368
| +0.6% | +$24.5K | 1.32% | 8 |
|
|
2016
Q2 | $3.67M | Buy |
59,128
+3,752
| +7% | +$233K | 1.29% | 9 |
|
|
2016
Q1 | $3.28M | Sell |
55,376
-13,439
| -20% | -$796K | 1.22% | 9 |
|
|
2015
Q4 | $4.54M | Buy |
68,815
+6,370
| +10% | +$421K | 1.55% | 6 |
|
|
2015
Q3 | $3.85M | Buy |
62,445
+4,989
| +9% | +$308K | 1.62% | 7 |
|
|
2015
Q2 | $3.59M | Buy |
57,456
+6,988
| +14% | +$436K | 1.37% | 7 |
|
|
2015
Q1 | $3.06M | Buy |
50,468
+587
| +1% | +$35.6K | 1.3% | 7 |
|
|
2014
Q4 | $3.11M | Buy |
49,881
+3,961
| +9% | +$247K | 1.37% | 7 |
|
|
2014
Q3 | $2.77M | Buy |
45,920
+2,335
| +5% | +$141K | 1.58% | 7 |
|
|
2014
Q2 | $2.51M | Buy |
43,585
+1,920
| +5% | +$111K | 1.24% | 9 |
|
|
2014
Q1 | $2.53M | Buy |
41,665
+2,156
| +5% | +$131K | 1.39% | 10 |
|
|
2013
Q4 | $2.31M | Buy |
39,509
+3,624
| +10% | +$212K | 1.33% | 11 |
|
|
2013
Q3 | $1.86M | Buy |
35,885
+1,577
| +5% | +$81.5K | 1.33% | 13 |
|
|
2013
Q2 | $1.81M | Buy |
+34,308
| New | +$1.81M | 1.48% | 13 |
|