Andesa Financial Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $4.86M | Buy |
62,415
+31,169
| +100% | +$2.43M | 2.49% | 6 |
|
|
2022
Q4 | $4.19M | Sell |
31,246
-25,673
| -45% | -$3.44M | 2.29% | 6 |
|
|
2022
Q3 | $5.94M | Buy |
56,919
+27,633
| +94% | +$2.89M | 2.08% | 9 |
|
|
2022
Q2 | $3.3M | Sell |
29,286
-1,679
| -5% | -$189K | 2.08% | 9 |
|
|
2022
Q1 | $4.22M | Sell |
30,965
-726
| -2% | -$98.9K | 2.28% | 8 |
|
|
2021
Q4 | $5.02M | Buy |
31,691
+608
| +2% | +$96.3K | 2.47% | 6 |
|
|
2021
Q3 | $5.09M | Sell |
31,083
-25,844
| -45% | -$4.23M | 2.77% | 5 |
|
|
2021
Q2 | $8.86M | Sell |
56,927
-767
| -1% | -$119K | 2.67% | 7 |
|
|
2021
Q1 | $8.78M | Buy |
57,694
+24,518
| +74% | +$3.73M | 2.86% | 6 |
|
|
2020
Q4 | $4.21M | Sell |
33,176
-30,328
| -48% | -$3.85M | 2.76% | 5 |
|
|
2020
Q3 | $6.11M | Buy |
63,504
+27,836
| +78% | +$2.68M | 2.52% | 10 |
|
|
2020
Q2 | $3.35M | Buy |
35,668
+1,972
| +6% | +$185K | 2.98% | 4 |
|
|
2020
Q1 | $3.04M | Sell |
33,696
-1,648
| -5% | -$148K | 3.4% | 4 |
|
|
2019
Q4 | $4.93M | Sell |
35,344
-300
| -0.8% | -$41.9K | 4.3% | 3 |
|
|
2019
Q3 | $4.19M | Sell |
35,644
-776
| -2% | -$91.3K | 4.06% | 3 |
|
|
2019
Q2 | $4.08M | Sell |
36,420
-34,438
| -49% | -$3.86M | 3.86% | 2 |
|
|
2019
Q1 | $7.17M | Buy |
70,858
+36,952
| +109% | +$3.74M | 3.54% | 3 |
|
|
2018
Q4 | $3.31M | Buy |
33,906
+10,321
| +44% | +$1.01M | 3.94% | 2 |
|
|
2018
Q3 | $2.66M | Buy |
23,585
+150
| +0.6% | +$16.9K | 4.08% | 3 |
|
|
2018
Q2 | $2.45M | Buy |
23,435
+20
| +0.1% | +$2.09K | 3.95% | 3 |
|
|
2018
Q1 | $2.57M | Sell |
23,415
-920
| -4% | -$101K | 4.25% | 2 |
|
|
2017
Q4 | $2.6M | Buy |
+24,335
| New | +$2.6M | 3.85% | 3 |
|