Ahrens Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.34M | Sell |
10,307
-1,706
| -14% | -$222K | 0.67% | 33 |
|
|
2022
Q4 | $1.61M | Sell |
12,013
-2,387
| -17% | -$320K | 0.73% | 40 |
|
|
2022
Q3 | $1.51M | Buy |
14,400
+1,100
| +8% | +$115K | 0.79% | 34 |
|
|
2022
Q2 | $1.5M | Buy |
13,300
+217
| +2% | +$24.4K | 0.66% | 36 |
|
|
2022
Q1 | $1.78M | Buy |
13,083
+275
| +2% | +$37.5K | 0.56% | 45 |
|
|
2021
Q4 | $2.03M | Buy |
12,808
+380
| +3% | +$60.2K | 0.9% | 20 |
|
|
2021
Q3 | $2.03M | Buy |
12,428
+617
| +5% | +$101K | 0.97% | 26 |
|
|
2021
Q2 | $1.84M | Buy |
11,811
+1,369
| +13% | +$213K | 0.85% | 29 |
|
|
2021
Q1 | $1.59M | Buy |
10,442
+58
| +0.6% | +$8.83K | 0.8% | 32 |
|
|
2020
Q4 | $1.32M | Buy |
10,384
+199
| +2% | +$25.3K | 0.71% | 41 |
|
|
2020
Q3 | $981K | Sell |
10,185
-1,148
| -10% | -$111K | 0.65% | 37 |
|
|
2020
Q2 | $1.07M | Buy |
11,333
+13
| +0.1% | +$1.22K | 0.65% | 41 |
|
|
2020
Q1 | $1.02M | Buy |
11,320
+38
| +0.3% | +$3.42K | 0.73% | 37 |
|
|
2019
Q4 | $1.57M | Buy |
11,282
+204
| +2% | +$28.4K | 0.65% | 37 |
|
|
2019
Q3 | $1.3M | Buy |
11,078
+93
| +0.8% | +$10.9K | 0.58% | 42 |
|
|
2019
Q2 | $1.23M | Buy |
10,985
+23
| +0.2% | +$2.57K | 0.56% | 42 |
|
|
2019
Q1 | $1.11M | Buy |
10,962
+1,770
| +19% | +$179K | 0.51% | 46 |
|
|
2018
Q4 | $897K | Sell |
9,192
-14
| -0.2% | -$1.37K | 0.42% | 56 |
|
|
2018
Q3 | $1.04M | Sell |
9,206
-96
| -1% | -$10.8K | 0.39% | 58 |
|
|
2018
Q2 | $969K | Sell |
9,302
-56
| -0.6% | -$5.83K | 0.41% | 57 |
|
|
2018
Q1 | $1.03M | Sell |
9,358
-41
| -0.4% | -$4.51K | 0.44% | 52 |
|
|
2017
Q4 | $1.01M | Buy |
9,399
+103
| +1% | +$11K | 0.41% | 56 |
|
|
2017
Q3 | $888K | Buy |
9,296
+224
| +2% | +$21.4K | 0.38% | 54 |
|
|
2017
Q2 | $829K | Sell |
9,072
-994
| -10% | -$90.8K | 0.36% | 57 |
|
|
2017
Q1 | $884K | Buy |
10,066
+215
| +2% | +$18.9K | 0.42% | 51 |
|
|
2016
Q4 | $850K | Buy |
+9,851
| New | +$850K | 0.45% | 51 |
|