Ayrshire Capital 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
Q2 | – | Sell |
-8,568
| Closed | -$1.12M | – | 48 |
|
|
2023
Q1 | $1.12M | Sell |
8,568
-148
| -2% | -$19.3K | 0.76% | 31 |
|
|
2022
Q4 | $1.17M | Buy |
8,716
+344
| +4% | +$46.1K | 0.82% | 31 |
|
|
2022
Q3 | $875K | Buy |
8,372
+125
| +2% | +$13.1K | 0.65% | 34 |
|
|
2022
Q2 | $929K | Sell |
8,247
-780
| -9% | -$87.9K | 0.66% | 35 |
|
|
2022
Q1 | $1.23M | Buy |
9,027
+156
| +2% | +$21.3K | 0.73% | 35 |
|
|
2021
Q4 | $1.41M | Buy |
8,871
+82
| +0.9% | +$13K | 0.71% | 35 |
|
|
2021
Q3 | $1.44M | Buy |
8,789
+53
| +0.6% | +$8.68K | 0.82% | 35 |
|
|
2021
Q2 | $1.36M | Sell |
8,736
-86
| -1% | -$13.4K | 0.77% | 37 |
|
|
2021
Q1 | $1.34M | Buy |
8,822
+545
| +7% | +$83K | 0.82% | 35 |
|
|
2020
Q4 | $1.05M | Buy |
8,277
+143
| +2% | +$18.2K | 0.68% | 37 |
|
|
2020
Q3 | $783K | Buy |
8,134
+65
| +0.8% | +$6.26K | 0.57% | 40 |
|
|
2020
Q2 | $759K | Buy |
8,069
+3,341
| +71% | +$314K | 0.63% | 40 |
|
|
2020
Q1 | $426K | Buy |
4,728
+538
| +13% | +$48.5K | 0.43% | 53 |
|
|
2019
Q4 | $584K | Buy |
+4,190
| New | +$584K | 0.48% | 52 |
|