Arbor Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $487K | Buy |
3,073
+453
| +17% | +$71.8K | 0.11% | 36 |
|
|
2021
Q3 | $429K | Buy |
2,620
+1,232
| +89% | +$202K | 0.1% | 33 |
|
|
2021
Q2 | $216K | Buy |
+1,388
| New | +$216K | 0.05% | 49 |
|
|
2020
Q1 | – | Sell |
-5,220
| Closed | -$728K | – | 46 |
|
|
2019
Q4 | $728K | Buy |
5,220
+184
| +4% | +$25.7K | 0.3% | 43 |
|
|
2019
Q3 | $593K | Sell |
5,036
-552
| -10% | -$65K | 0.31% | 40 |
|
|
2019
Q2 | $625K | Buy |
5,588
+168
| +3% | +$18.8K | 0.34% | 40 |
|
|
2019
Q1 | $549K | Sell |
5,420
-281
| -5% | -$28.5K | 0.33% | 42 |
|
|
2018
Q4 | $557K | Buy |
5,701
+500
| +10% | +$48.9K | 0.49% | 37 |
|
|
2018
Q3 | $586K | Hold |
5,201
| – | – | 0.46% | 43 |
|
|
2018
Q2 | $594K | Buy |
5,201
+10
| +0.2% | +$1.14K | 0.46% | 46 |
|
|
2018
Q1 | $591K | Sell |
5,191
-1,281
| -20% | -$146K | 0.5% | 43 |
|
|
2017
Q4 | $692K | Sell |
6,472
-296
| -4% | -$31.6K | 0.53% | 44 |
|
|
2017
Q3 | $658K | Sell |
6,768
-2,260
| -25% | -$220K | 0.56% | 41 |
|
|
2017
Q2 | $825K | Sell |
9,028
-717
| -7% | -$65.5K | 0.78% | 35 |
|
|
2017
Q1 | $847K | Sell |
9,745
-190
| -2% | -$16.5K | 0.75% | 41 |
|
|
2016
Q4 | $880 | Buy |
9,935
+42
| +0.4% | +$4 | 0.69% | 43 |
|
|
2016
Q3 | $667K | Sell |
9,893
-122
| -1% | -$8.23K | 0.57% | 47 |
|
|
2016
Q2 | $638K | Hold |
10,015
| – | – | 0.6% | 42 |
|
|
2016
Q1 | $619K | Sell |
10,015
-55
| -0.5% | -$3.4K | 0.64% | 37 |
|
|
2015
Q4 | $561K | Buy |
+10,070
| New | +$561K | 0.61% | 41 |
|