American Portfolios Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $9.49M | Buy |
90,859
+4,259
| +5% | +$445K | 0.4% | 40 |
|
|
2022
Q2 | $9.75M | Buy |
86,600
+483
| +0.6% | +$54.4K | 0.4% | 42 |
|
|
2022
Q1 | $11.7M | Buy |
86,117
+636
| +0.7% | +$86.7K | 0.4% | 40 |
|
|
2021
Q4 | $13.5M | Buy |
85,481
+5,993
| +8% | +$949K | 0.46% | 32 |
|
|
2021
Q3 | $13M | Sell |
79,488
-4,717
| -6% | -$772K | 0.49% | 28 |
|
|
2021
Q2 | $13.1M | Buy |
84,205
+5,326
| +7% | +$828K | 0.51% | 25 |
|
|
2021
Q1 | $12M | Buy |
78,879
+13,827
| +21% | +$2.1M | 0.52% | 28 |
|
|
2020
Q4 | $8.27M | Buy |
65,052
+1,175
| +2% | +$149K | 0.42% | 36 |
|
|
2020
Q3 | $6.15M | Sell |
63,877
-65
| -0.1% | -$6.26K | 0.35% | 45 |
|
|
2020
Q2 | $6.01M | Sell |
63,942
-13,038
| -17% | -$1.23M | 0.39% | 44 |
|
|
2020
Q1 | $6.93M | Sell |
76,980
-32,435
| -30% | -$2.92M | 0.58% | 29 |
|
|
2019
Q4 | $15.3M | Buy |
109,415
+31,554
| +41% | +$4.4M | 1.08% | 11 |
|
|
2019
Q3 | $9.16M | Sell |
77,861
-2,429
| -3% | -$286K | 0.75% | 18 |
|
|
2019
Q2 | $8.98M | Sell |
80,290
-80
| -0.1% | -$8.94K | 0.76% | 17 |
|
|
2019
Q1 | $8.14M | Buy |
80,370
+5,455
| +7% | +$552K | 0.77% | 17 |
|
|
2018
Q4 | $7.31M | Buy |
74,915
+9,210
| +14% | +$899K | 0.9% | 14 |
|
|
2018
Q3 | $7.41M | Buy |
65,705
+14,752
| +29% | +$1.66M | 0.85% | 15 |
|
|
2018
Q2 | $5.31M | Sell |
50,953
-5,222
| -9% | -$544K | 0.72% | 22 |
|
|
2018
Q1 | $6.18M | Buy |
56,175
+15,054
| +37% | +$1.66M | 0.92% | 15 |
|
|
2017
Q4 | $4.4M | Buy |
+41,121
| New | +$4.4M | 0.7% | 23 |
|