Altium Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.13M | Buy |
63,341
+1,190
| +2% | +$134K | 0.51% | 32 |
|
|
2022
Q1 | $8.47M | Buy |
62,151
+3,948
| +7% | +$538K | 0.55% | 28 |
|
|
2021
Q4 | $9.22M | Buy |
58,203
+4,651
| +9% | +$737K | 0.59% | 23 |
|
|
2021
Q3 | $8.77M | Buy |
53,552
+893
| +2% | +$146K | 0.63% | 23 |
|
|
2021
Q2 | $8.19M | Sell |
52,659
-3,068
| -6% | -$477K | 0.6% | 23 |
|
|
2021
Q1 | $8.48M | Buy |
55,727
+5,334
| +11% | +$812K | 0.68% | 22 |
|
|
2020
Q4 | $6.4M | Sell |
50,393
-2,141
| -4% | -$272K | 0.57% | 22 |
|
|
2020
Q3 | $5.06M | Sell |
52,534
-1,315
| -2% | -$127K | 0.53% | 25 |
|
|
2020
Q2 | $5.07M | Buy |
53,849
+255
| +0.5% | +$24K | 0.57% | 22 |
|
|
2020
Q1 | $4.83M | Buy |
53,594
+8,458
| +19% | +$761K | 0.66% | 21 |
|
|
2019
Q4 | $6.29M | Buy |
45,136
+2,113
| +5% | +$295K | 0.75% | 19 |
|
|
2019
Q3 | $5.06M | Buy |
43,023
+1,992
| +5% | +$234K | 0.68% | 19 |
|
|
2019
Q2 | $4.59M | Buy |
41,031
+1,867
| +5% | +$209K | 0.67% | 21 |
|
|
2019
Q1 | $3.97M | Buy |
39,164
+2,156
| +6% | +$218K | 0.63% | 20 |
|
|
2018
Q4 | $3.61M | Sell |
37,008
-4,679
| -11% | -$457K | 0.69% | 19 |
|
|
2018
Q3 | $4.7M | Sell |
41,687
-5,813
| -12% | -$656K | 0.9% | 19 |
|
|
2018
Q2 | $4.95M | Buy |
47,500
+30,358
| +177% | +$3.16M | 1.32% | 16 |
|
|
2018
Q1 | $1.89M | Buy |
17,142
+2,452
| +17% | +$270K | 0.74% | 25 |
|
|
2017
Q4 | $1.57M | Buy |
+14,690
| New | +$1.57M | 0.72% | 30 |
|