ACM
Azimuth Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20.5M | Sell |
150,160
-1,148
| -0.8% | -$156K | 0.88% | 27 |
|
|
2021
Q4 | $24M | Sell |
151,308
-1,515
| -1% | -$240K | 0.97% | 21 |
|
|
2021
Q3 | $25M | Sell |
152,823
-2,864
| -2% | -$469K | 1.07% | 13 |
|
|
2021
Q2 | $24.2M | Sell |
155,687
-2,665
| -2% | -$415K | 1.05% | 15 |
|
|
2021
Q1 | $24.1M | Sell |
158,352
-2,473
| -2% | -$376K | 1.14% | 9 |
|
|
2020
Q4 | $20.4M | Buy |
160,825
+597
| +0.4% | +$75.9K | 1.01% | 21 |
|
|
2020
Q3 | $15.4M | Sell |
160,228
-844
| -0.5% | -$81.3K | 0.91% | 28 |
|
|
2020
Q2 | $15.2M | Sell |
161,072
-2,885
| -2% | -$271K | 0.96% | 29 |
|
|
2020
Q1 | $14.8M | Sell |
163,957
-2,970
| -2% | -$267K | 1.11% | 20 |
|
|
2019
Q4 | $23.3M | Sell |
166,927
-11,197
| -6% | -$1.56M | 1.41% | 6 |
|
|
2019
Q3 | $21M | Sell |
178,124
-303
| -0.2% | -$35.7K | 1.37% | 8 |
|
|
2019
Q2 | $19.9M | Sell |
178,427
-3,935
| -2% | -$440K | 1.32% | 10 |
|
|
2019
Q1 | $18.5M | Sell |
182,362
-2,513
| -1% | -$254K | 1.24% | 11 |
|
|
2018
Q4 | $18M | Sell |
184,875
-1,356
| -0.7% | -$132K | 1.38% | 9 |
|
|
2018
Q3 | $21M | Buy |
186,231
+3,208
| +2% | +$362K | 1.41% | 10 |
|
|
2018
Q2 | $19.1M | Buy |
183,023
+191
| +0.1% | +$19.9K | 1.37% | 10 |
|
|
2018
Q1 | $20.1M | Buy |
182,832
+3,682
| +2% | +$405K | 1.48% | 7 |
|
|
2017
Q4 | $19.2M | Sell |
179,150
-5,161
| -3% | -$552K | 1.38% | 9 |
|
|
2017
Q3 | $17.6M | Sell |
184,311
-1,286
| -0.7% | -$123K | 1.32% | 9 |
|
|
2017
Q2 | $17M | Sell |
185,597
-786
| -0.4% | -$71.8K | 1.33% | 7 |
|
|
2017
Q1 | $16.4M | Buy |
186,383
+6,389
| +4% | +$561K | 1.32% | 10 |
|
|
2016
Q4 | $15.5M | Buy |
179,994
+2,862
| +2% | +$247K | 1.33% | 10 |
|
|
2016
Q3 | $11.8M | Buy |
177,132
+1,865
| +1% | +$124K | 1.03% | 20 |
|
|
2016
Q2 | $10.9M | Buy |
175,267
+4,867
| +3% | +$302K | 0.97% | 21 |
|
|
2016
Q1 | $10.1M | Buy |
170,400
+3,492
| +2% | +$207K | 0.96% | 21 |
|
|
2015
Q4 | $11M | Buy |
166,908
+21,442
| +15% | +$1.42M | 1.08% | 17 |
|
|
2015
Q3 | $8.87M | Buy |
145,466
+6,844
| +5% | +$417K | 0.93% | 25 |
|
|
2015
Q2 | $9.39M | Buy |
138,622
+398
| +0.3% | +$27K | 0.91% | 24 |
|
|
2015
Q1 | $8.37M | Buy |
138,224
+9,464
| +7% | +$573K | 0.81% | 33 |
|
|
2014
Q4 | $8.06M | Buy |
128,760
+3,410
| +3% | +$213K | 0.83% | 32 |
|
|
2014
Q3 | $7.55M | Buy |
125,350
+746
| +0.6% | +$44.9K | 0.83% | 31 |
|
|
2014
Q2 | $7.18M | Sell |
124,604
-67,204
| -35% | -$3.87M | 0.8% | 33 |
|
|
2014
Q1 | $11.6M | Sell |
191,808
-21,406
| -10% | -$1.3M | 1.41% | 11 |
|
|
2013
Q4 | $12.5M | Buy |
213,214
+22,113
| +12% | +$1.29M | 1.49% | 12 |
|
|
2013
Q3 | $9.88M | Buy |
191,101
+55,115
| +41% | +$2.85M | 1.36% | 12 |
|
|
2013
Q2 | $7.18M | Buy |
+135,986
| New | +$7.18M | 1.27% | 13 |
|