Alexandria Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $14.5M | Sell |
88,535
-341
| -0.4% | -$55.8K | 1.34% | 13 |
|
|
2021
Q2 | $13.8M | Buy |
88,876
+973
| +1% | +$151K | 1.28% | 14 |
|
|
2021
Q1 | $13.4M | Buy |
87,903
+8
| +0% | +$1.22K | 1.35% | 13 |
|
|
2020
Q4 | $11.2M | Sell |
87,895
-729
| -0.8% | -$92.6K | 1.18% | 15 |
|
|
2020
Q3 | $8.53M | Buy |
88,624
+790
| +0.9% | +$76.1K | 1.02% | 23 |
|
|
2020
Q2 | $8.26M | Sell |
87,834
-352
| -0.4% | -$33.1K | 1.07% | 22 |
|
|
2020
Q1 | $7.94M | Buy |
88,186
+8,540
| +11% | +$769K | 1.3% | 18 |
|
|
2019
Q4 | $11.1M | Sell |
79,646
-2,707
| -3% | -$377K | 1.48% | 14 |
|
|
2019
Q3 | $9.69M | Sell |
82,353
-2,524
| -3% | -$297K | 1.43% | 18 |
|
|
2019
Q2 | $9.49M | Sell |
84,877
-2,444
| -3% | -$273K | 1.35% | 17 |
|
|
2019
Q1 | $8.84M | Sell |
87,321
-1,944
| -2% | -$197K | 1.28% | 19 |
|
|
2018
Q4 | $8.71M | Sell |
89,265
-12,175
| -12% | -$1.19M | 1.42% | 13 |
|
|
2018
Q3 | $11.4M | Sell |
101,440
-1,163
| -1% | -$131K | 1.68% | 9 |
|
|
2018
Q2 | $10.7M | Sell |
102,603
-802
| -0.8% | -$83.6K | 1.6% | 10 |
|
|
2018
Q1 | $11.4M | Sell |
103,405
-3,551
| -3% | -$391K | 1.69% | 9 |
|
|
2017
Q4 | $11.4M | Sell |
106,956
-653
| -0.6% | -$69.8K | 1.67% | 10 |
|
|
2017
Q3 | $10.3M | Sell |
107,609
-2,536
| -2% | -$242K | 2.59% | 8 |
|
|
2017
Q2 | $10.1M | Buy |
110,145
+276
| +0.3% | +$25.2K | 2.55% | 9 |
|
|
2017
Q1 | $9.65M | Sell |
109,869
-4,578
| -4% | -$402K | 2.41% | 8 |
|
|
2016
Q4 | $9.88M | Sell |
114,447
-114,014
| -50% | -$9.84M | 2.53% | 7 |
|
|
2016
Q3 | $15.2M | Sell |
228,461
-9,345
| -4% | -$622K | 2.8% | 6 |
|
|
2016
Q2 | $14.8M | Buy |
237,806
+1,183
| +0.5% | +$73.5K | 2.63% | 8 |
|
|
2016
Q1 | $14M | Buy |
236,623
+134,985
| +133% | +$7.99M | 2.52% | 10 |
|
|
2015
Q4 | $6.71M | Sell |
101,638
-16,835
| -14% | -$1.11M | 1.69% | 15 |
|
|
2015
Q3 | $7.22M | Buy |
118,473
+293
| +0.2% | +$17.9K | 1.76% | 15 |
|
|
2015
Q2 | $8.16M | Buy |
118,180
+114,319
| +2,961% | +$7.89M | 1.81% | 16 |
|
|
2015
Q1 | $234K | Buy |
3,861
+340
| +10% | +$20.6K | 0.08% | 91 |
|
|
2014
Q4 | $220K | Buy |
3,521
+185
| +6% | +$11.6K | 0.09% | 98 |
|
|
2014
Q3 | $201K | Buy |
3,336
+59
| +2% | +$3.56K | 0.09% | 102 |
|
|
2014
Q2 | $189K | Sell |
3,277
-359
| -10% | -$20.7K | 0.08% | 107 |
|
|
2014
Q1 | $221K | Buy |
3,636
+100
| +3% | +$6.08K | 0.1% | 96 |
|
|
2013
Q4 | $207K | Buy |
3,536
+628
| +22% | +$36.8K | 0.09% | 105 |
|
|
2013
Q3 | $150K | Sell |
2,908
-377
| -11% | -$19.4K | 0.07% | 119 |
|
|
2013
Q2 | $173K | Buy |
+3,285
| New | +$173K | 0.08% | 110 |
|