AAM
Autus Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.46M | Sell |
55,622
-180
| -0.3% | -$24.1K | 1.34% | 26 |
|
|
2022
Q3 | $5.83M | Buy |
55,802
+177
| +0.3% | +$18.5K | 1.12% | 33 |
|
|
2022
Q2 | $6.27M | Sell |
55,625
-267
| -0.5% | -$30.1K | 1.12% | 37 |
|
|
2022
Q1 | $7.62M | Sell |
55,892
-13,325
| -19% | -$1.82M | 1.14% | 35 |
|
|
2021
Q4 | $11M | Buy |
69,217
+93
| +0.1% | +$14.7K | 1.1% | 36 |
|
|
2021
Q3 | $11.3M | Sell |
69,124
-1,056
| -2% | -$173K | 1.24% | 31 |
|
|
2021
Q2 | $10.9M | Sell |
70,180
-392
| -0.6% | -$61K | 1.2% | 31 |
|
|
2021
Q1 | $10.7M | Buy |
70,572
+2,996
| +4% | +$456K | 1.27% | 29 |
|
|
2020
Q4 | $8.59M | Sell |
67,576
-4,316
| -6% | -$549K | 1.11% | 35 |
|
|
2020
Q3 | $6.92M | Sell |
71,892
-205
| -0.3% | -$19.7K | 0.92% | 43 |
|
|
2020
Q2 | $6.78M | Sell |
72,097
-665
| -0.9% | -$62.6K | 0.99% | 41 |
|
|
2020
Q1 | $6.55M | Buy |
72,762
+3,300
| +5% | +$297K | 1.15% | 36 |
|
|
2019
Q4 | $9.68M | Buy |
69,462
+437
| +0.6% | +$60.9K | 1.41% | 26 |
|
|
2019
Q3 | $8.12M | Buy |
69,025
+867
| +1% | +$102K | 1.28% | 31 |
|
|
2019
Q2 | $7.62M | Buy |
68,158
+5,143
| +8% | +$575K | 1.2% | 35 |
|
|
2019
Q1 | $6.38M | Buy |
63,015
+6,763
| +12% | +$685K | 1.05% | 39 |
|
|
2018
Q4 | $5.49M | Buy |
56,252
+1,921
| +4% | +$188K | 1.05% | 38 |
|
|
2018
Q3 | $6.13M | Buy |
54,331
+724
| +1% | +$81.7K | 1.02% | 41 |
|
|
2018
Q2 | $5.59M | Buy |
53,607
+3,325
| +7% | +$346K | 0.98% | 45 |
|
|
2018
Q1 | $5.53M | Buy |
50,282
+2,632
| +6% | +$289K | 1% | 41 |
|
|
2017
Q4 | $5.1M | Buy |
47,650
+2,622
| +6% | +$280K | 0.93% | 47 |
|
|
2017
Q3 | $4.3M | Buy |
45,028
+3,560
| +9% | +$340K | 0.83% | 49 |
|
|
2017
Q2 | $3.79M | Buy |
41,468
+3,877
| +10% | +$354K | 0.76% | 50 |
|
|
2017
Q1 | $3.3M | Buy |
37,591
+19,904
| +113% | +$1.75M | 0.69% | 52 |
|
|
2016
Q4 | $1.53M | Sell |
17,687
-1,414
| -7% | -$122K | 0.34% | 70 |
|
|
2016
Q3 | $1.27M | Sell |
19,101
-1,137
| -6% | -$75.7K | 0.29% | 77 |
|
|
2016
Q2 | $1.26M | Sell |
20,238
-1,163
| -5% | -$72.2K | 0.29% | 80 |
|
|
2016
Q1 | $1.27M | Sell |
21,401
-2,700
| -11% | -$160K | 0.31% | 75 |
|
|
2015
Q4 | $1.59M | Buy |
+24,101
| New | +$1.59M | 0.4% | 70 |
|
|
2015
Q3 | – | Sell |
-4,753
| Closed | -$323K | – | 135 |
|
|
2015
Q2 | $323K | Buy |
+4,753
| New | +$323K | 0.09% | 113 |
|
|
2014
Q2 | – | Sell |
-4,155
| Closed | -$252K | – | 120 |
|
|
2014
Q1 | $252K | Buy |
4,155
+222
| +6% | +$13.5K | 0.1% | 101 |
|
|
2013
Q4 | $230K | Sell |
3,933
-1,035
| -21% | -$60.5K | 0.09% | 106 |
|
|
2013
Q3 | $257K | Hold |
4,968
| – | – | 0.11% | 101 |
|
|
2013
Q2 | $262K | Buy |
+4,968
| New | +$262K | 0.12% | 101 |
|