American National Registered Investment Advisor’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.62M | Sell |
26,517
-708
| -3% | -$105K | 1.29% | 8 |
|
|
2021
Q4 | $4.31M | Sell |
27,225
-4
| -0% | -$657 | 1.42% | 9 |
|
|
2021
Q3 | $4.46M | Sell |
27,229
-99
| -0.4% | -$15.5K | 1.61% | 7 |
|
|
2021
Q2 | $4.25M | Sell |
27,328
-790
| -3% | -$124K | 1.52% | 7 |
|
|
2021
Q1 | $4.28M | Sell |
28,118
-92
| -0.3% | -$13.2K | 1.66% | 5 |
|
|
2020
Q4 | $3.58M | Sell |
28,210
-4
| -0% | -$447 | 1.43% | 6 |
|
|
2020
Q3 | $2.72M | Hold |
28,214
| – | – | 1.24% | 10 |
|
|
2020
Q2 | $2.65M | Hold |
28,214
| – | – | 1.32% | 9 |
|
|
2020
Q1 | $2.54M | Hold |
28,214
| – | – | 1.58% | 6 |
|
|
2019
Q4 | $3.93M | Hold |
28,214
| – | – | 1.94% | 4 |
|
|
2019
Q3 | $3.32M | Hold |
28,214
| – | – | 1.83% | 4 |
|
|
2019
Q2 | $3.15M | Sell |
28,214
-200
| -0.7% | -$22.1K | 1.77% | 5 |
|
|
2019
Q1 | $2.88M | Sell |
28,414
-85
| -0.3% | -$8.76K | 1.6% | 5 |
|
|
2018
Q4 | $2.78M | Hold |
28,499
| – | – | 1.74% | 5 |
|
|
2018
Q3 | $3.22M | Sell |
28,499
-5,075
| -15% | -$576K | 1.69% | 6 |
|
|
2018
Q2 | $3.5M | Buy |
33,574
+55
| +0.2% | +$6.03K | 1.68% | 6 |
|
|
2018
Q1 | $3.69M | Sell |
33,519
-672
| -2% | -$76.1K | 1.83% | 5 |
|
|
2017
Q4 | $3.66M | Sell |
34,191
-25
| -0.1% | -$2.53K | 1.74% | 4 |
|
|
2017
Q3 | $3.27M | Sell |
34,216
-8,900
| -21% | -$821K | 1.64% | 3 |
|
|
2017
Q2 | $3.94M | Sell |
43,116
-225
| -0.5% | -$19.4K | 1.65% | 3 |
|
|
2017
Q1 | $3.81M | Buy |
43,341
+95
| +0.2% | +$8.38K | 1.62% | 3 |
|
|
2016
Q4 | $3.73M | Hold |
43,246
| – | – | 1.7% | 3 |
|
|
2016
Q3 | $2.88M | Sell |
43,246
-923
| -2% | -$60.2K | 1.34% | 9 |
|
|
2016
Q2 | $2.75M | Hold |
44,169
| – | – | 1.28% | 10 |
|
|
2016
Q1 | $2.62M | Hold |
44,169
| – | – | 1.27% | 9 |
|
|
2015
Q4 | $2.92M | Hold |
44,169
| – | – | 1.42% | 7 |
|
|
2015
Q3 | $2.69M | Hold |
44,169
| – | – | 1.4% | 7 |
|
|
2015
Q2 | $2.99M | Hold |
44,169
| – | – | 1.45% | 3 |
|
|
2015
Q1 | $2.68M | Sell |
44,169
-2,275
| -5% | -$135K | 1.28% | 8 |
|
|
2014
Q4 | $2.91M | Sell |
46,444
-222
| -0.5% | -$13.4K | 1.34% | 5 |
|
|
2014
Q3 | $2.81M | Sell |
46,666
-599
| -1% | -$35K | 1.35% | 7 |
|
|
2014
Q2 | $2.72M | Sell |
47,265
-325
| -0.7% | -$18.3K | 1.29% | 9 |
|
|
2014
Q1 | $2.89M | Sell |
47,590
-801
| -2% | -$46.3K | 1.45% | 6 |
|
|
2013
Q4 | $2.83M | Sell |
48,391
-159
| -0.3% | -$8.71K | 1.43% | 8 |
|
|
2013
Q3 | $2.51M | Sell |
48,550
-2,639
| -5% | -$142K | 1.43% | 9 |
|
|
2013
Q2 | $2.7M | Buy |
+51,189
| New | +$2.6M | 1.53% | 9 |
|
Other funds holding JPM
WA