American Research & Management Company’s JPMorgan Chase JPM Stock Holding History

American Research & Management Company’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$477K	Sell	4,564 -38	-0.8%	-$3.97K	0.13%	84
2022 Q2	$518K	Sell	4,602 -359	-7%	-$40.4K	0.13%	84
2022 Q1	$676K	Buy	4,961 +100	+2%	+$13.6K	0.15%	81
2021 Q4	$770K	Buy	4,861 +265	+6%	+$42K	0.17%	78
2021 Q3	$752K	Hold	4,596	–	–	0.17%	78
2021 Q2	$715K	Buy	4,596 +200	+5%	+$31.1K	0.16%	78
2021 Q1	$669K	Sell	4,396 -569	-11%	-$86.6K	0.16%	81
2020 Q4	$631K	Buy	4,965 +1,000	+25%	+$127K	0.16%	83
2020 Q3	$382K	Buy	3,965 +31	+0.8%	+$2.99K	0.11%	91
2020 Q2	$370K	Buy	3,934 +118	+3%	+$11.1K	0.11%	94
2020 Q1	$344K	Hold	3,816	–	–	0.13%	97
2019 Q4	$532K	Sell	3,816 -59	-2%	-$8.23K	0.16%	89
2019 Q3	$456K	Hold	3,875	–	–	0.14%	97
2019 Q2	$433K	Hold	3,875	–	–	0.13%	104
2019 Q1	$392K	Buy	3,875 +1,827	+89%	+$185K	0.11%	110
2018 Q4	$200K	Buy	2,048 +50	+3%	+$4.88K	0.07%	120
2018 Q3	$225K	Hold	1,998	–	–	0.07%	124
2018 Q2	$208K	Hold	1,998	–	–	0.07%	109
2018 Q1	$220K	Hold	1,998	–	–	0.07%	116
2017 Q4	$214K	Buy	1,998 +171	+9%	+$18.3K	0.07%	118
2017 Q3	$174K	Hold	1,827	–	–	0.06%	119
2017 Q2	$167K	Hold	1,827	–	–	0.05%	116
2017 Q1	$160K	Sell	1,827 -896	-33%	-$78.5K	0.06%	110
2016 Q4	$235K	Sell	2,723 -400	-13%	-$34.5K	0.08%	106
2016 Q3	$208K	Sell	3,123 -1,296	-29%	-$86.3K	0.08%	104
2016 Q2	$275K	Hold	4,419	–	–	0.11%	89
2016 Q1	$262K	Hold	4,419	–	–	0.11%	91
2015 Q4	$292K	Sell	4,419 -25	-0.6%	-$1.65K	0.12%	92
2015 Q3	$271K	Hold	4,444	–	–	0.12%	97
2015 Q2	$301K	Buy	4,444 +252	+6%	+$17.1K	0.12%	95
2015 Q1	$254K	Hold	4,192	–	–	0.1%	99
2014 Q4	$262K	Hold	4,192	–	–	0.1%	97
2014 Q3	$253K	Hold	4,192	–	–	0.09%	105
2014 Q2	$242K	Sell	4,192 -100	-2%	-$5.77K	0.08%	107
2014 Q1	$261K	Buy	4,292 +200	+5%	+$12.2K	0.09%	105
2013 Q4	$239K	Buy	4,092 +25	+0.6%	+$1.46K	0.09%	107
2013 Q3	$210K	Hold	4,067	–	–	0.08%	108
2013 Q2	$215K	Buy	+4,067	New	+$215K	0.09%	109