Annapolis Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $301K | Buy |
1,426
+17
| +1% | +$3.59K | 0.09% | 81 |
|
|
2024
Q2 | $285K | Buy |
1,409
+2
| +0.1% | +$405 | 0.09% | 82 |
|
|
2024
Q1 | $282K | Sell |
1,407
-297
| -17% | -$59.5K | 0.09% | 81 |
|
|
2023
Q4 | $290K | Sell |
1,704
-26
| -2% | -$4.42K | 0.07% | 106 |
|
|
2023
Q3 | $251K | Buy |
1,730
+3
| +0.2% | +$435 | 0.07% | 101 |
|
|
2023
Q2 | $251K | Buy |
1,727
+253
| +17% | +$36.8K | 0.07% | 101 |
|
|
2023
Q1 | $192K | Buy |
1,474
+1
| +0.1% | +$130 | 0.06% | 110 |
|
|
2022
Q4 | $198K | Sell |
1,473
-399
| -21% | -$53.5K | 0.06% | 110 |
|
|
2022
Q3 | $196K | Buy |
1,872
+213
| +13% | +$22.3K | 0.07% | 107 |
|
|
2022
Q2 | $187K | Buy |
1,659
+5
| +0.3% | +$564 | 0.07% | 108 |
|
|
2022
Q1 | $225K | Buy |
1,654
+299
| +22% | +$40.7K | 0.07% | 100 |
|
|
2021
Q4 | $215K | Buy |
1,355
+5
| +0.4% | +$793 | 0.07% | 105 |
|
|
2021
Q3 | $221K | Buy |
1,350
+98
| +8% | +$16K | 0.07% | 101 |
|
|
2021
Q2 | $195K | Sell |
1,252
-288
| -19% | -$44.9K | 0.07% | 101 |
|
|
2021
Q1 | $234K | Buy |
1,540
+3
| +0.2% | +$456 | 0.09% | 88 |
|
|
2020
Q4 | $195K | Buy |
+1,537
| New | +$195K | 0.08% | 88 |
|