Advocacy Wealth Management Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-286
| Closed | -$32K | – | 85 |
|
|
2022
Q3 | $32K | Hold |
286
| – | – | ﹤0.01% | 57 |
|
|
2022
Q2 | $32K | Sell |
286
-24
| -8% | -$2.69K | 0.01% | 62 |
|
|
2022
Q1 | $42K | Buy |
310
+1
| +0.3% | +$135 | 0.01% | 52 |
|
|
2021
Q4 | $49K | Hold |
309
| – | – | 0.01% | 56 |
|
|
2021
Q3 | $51K | Buy |
309
+150
| +94% | +$24.8K | 0.01% | 54 |
|
|
2021
Q2 | $25K | Buy |
159
+24
| +18% | +$3.77K | ﹤0.01% | 97 |
|
|
2021
Q1 | $21K | Sell |
135
-42
| -24% | -$6.53K | ﹤0.01% | 92 |
|
|
2020
Q4 | $22K | Hold |
177
| – | – | ﹤0.01% | 84 |
|
|
2020
Q3 | $17K | Sell |
177
-61
| -26% | -$5.86K | ﹤0.01% | 87 |
|
|
2020
Q2 | $22K | Sell |
238
-77
| -24% | -$7.12K | ﹤0.01% | 79 |
|
|
2020
Q1 | $27K | Buy |
315
+64
| +25% | +$5.49K | 0.01% | 58 |
|
|
2019
Q4 | $35K | Sell |
251
-6
| -2% | -$837 | 0.01% | 61 |
|
|
2019
Q3 | $30K | Sell |
257
-73
| -22% | -$8.52K | 0.02% | 66 |
|
|
2019
Q2 | $37K | Hold |
330
| – | – | 0.03% | 48 |
|
|
2019
Q1 | $35K | Sell |
330
-100
| -23% | -$10.6K | 0.04% | 40 |
|
|
2018
Q4 | $42K | Buy |
430
+93
| +28% | +$9.08K | 0.03% | 43 |
|
|
2018
Q3 | $38K | Hold |
337
| – | – | 0.02% | 52 |
|
|
2018
Q2 | $35K | Buy |
337
+30
| +10% | +$3.12K | 0.02% | 52 |
|
|
2018
Q1 | $34K | Sell |
307
-111
| -27% | -$12.3K | 0.02% | 55 |
|
|
2017
Q4 | $45K | Hold |
418
| – | – | 0.03% | 56 |
|
|
2017
Q3 | $40K | Hold |
418
| – | – | 0.02% | 77 |
|
|
2017
Q2 | $38K | Buy |
418
+45
| +12% | +$4.09K | 0.01% | 89 |
|
|
2017
Q1 | $33K | Hold |
373
| – | – | 0.01% | 106 |
|
|
2016
Q4 | $32K | Sell |
373
-14
| -4% | -$1.2K | 0.01% | 105 |
|
|
2016
Q3 | $26K | Sell |
387
-229
| -37% | -$15.4K | 0.01% | 169 |
|
|
2016
Q2 | $38K | Sell |
616
-188
| -23% | -$11.6K | 0.02% | 174 |
|
|
2016
Q1 | $48K | Sell |
804
-42
| -5% | -$2.51K | 0.03% | 185 |
|
|
2015
Q4 | $56K | Buy |
+846
| New | +$56K | 0.06% | 160 |
|
|
2013
Q3 | $98K | Buy |
1,832
+1,621
| +768% | +$86.7K | 0.27% | 66 |
|
|
2013
Q2 | $11K | Buy |
+211
| New | +$11K | 0.04% | 179 |
|