Bank of the West’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18M | Sell |
134,457
-1,539
| -1% | -$206K | 2.12% | 7 |
|
|
2022
Q3 | $14.2M | Buy |
135,996
+4,388
| +3% | +$459K | 1.85% | 9 |
|
|
2022
Q2 | $14.8M | Sell |
131,608
-1,305
| -1% | -$147K | 1.88% | 8 |
|
|
2022
Q1 | $18.1M | Buy |
132,913
+299
| +0.2% | +$40.8K | 1.87% | 7 |
|
|
2021
Q4 | $21M | Sell |
132,614
-8,308
| -6% | -$1.32M | 1.99% | 8 |
|
|
2021
Q3 | $23.1M | Buy |
140,922
+4,527
| +3% | +$741K | 2.41% | 7 |
|
|
2021
Q2 | $21.2M | Buy |
136,395
+1,471
| +1% | +$229K | 2.16% | 8 |
|
|
2021
Q1 | $20.5M | Buy |
134,924
+2,150
| +2% | +$327K | 2.31% | 8 |
|
|
2020
Q4 | $16.9M | Sell |
132,774
-4,699
| -3% | -$597K | 1.97% | 9 |
|
|
2020
Q3 | $13.2M | Buy |
137,473
+20,669
| +18% | +$1.99M | 1.78% | 11 |
|
|
2020
Q2 | $11M | Buy |
116,804
+38,046
| +48% | +$3.58M | 1.48% | 12 |
|
|
2020
Q1 | $7.09M | Buy |
78,758
+24,767
| +46% | +$2.23M | 1.1% | 20 |
|
|
2019
Q4 | $7.53M | Sell |
53,991
-27,786
| -34% | -$3.87M | 0.88% | 29 |
|
|
2019
Q3 | $9.62M | Sell |
81,777
-621
| -0.8% | -$73.1K | 1.16% | 20 |
|
|
2019
Q2 | $9.21M | Sell |
82,398
-1,089
| -1% | -$122K | 1.08% | 22 |
|
|
2019
Q1 | $8.45M | Sell |
83,487
-1,964
| -2% | -$199K | 0.99% | 28 |
|
|
2018
Q4 | $8.34M | Buy |
85,451
+1,081
| +1% | +$106K | 1% | 24 |
|
|
2018
Q3 | $9.52M | Buy |
84,370
+6,238
| +8% | +$704K | 1.11% | 19 |
|
|
2018
Q2 | $8.14M | Sell |
78,132
-1,110
| -1% | -$116K | 1% | 24 |
|
|
2018
Q1 | $8.72M | Sell |
79,242
-3,393
| -4% | -$373K | 1.09% | 20 |
|
|
2017
Q4 | $8.84M | Sell |
82,635
-2,786
| -3% | -$298K | 1.11% | 19 |
|
|
2017
Q3 | $8.16M | Buy |
85,421
+4,542
| +6% | +$434K | 1.03% | 22 |
|
|
2017
Q2 | $7.39M | Sell |
80,879
-3,009
| -4% | -$275K | 0.95% | 27 |
|
|
2017
Q1 | $7.37M | Sell |
83,888
-22,951
| -21% | -$2.02M | 0.93% | 25 |
|
|
2016
Q4 | $9.22M | Sell |
106,839
-5,623
| -5% | -$485K | 1.28% | 12 |
|
|
2016
Q3 | $7.49M | Sell |
112,462
-33,854
| -23% | -$2.25M | 1.03% | 24 |
|
|
2016
Q2 | $9.09M | Sell |
146,316
-7,061
| -5% | -$439K | 1.29% | 14 |
|
|
2016
Q1 | $9.08M | Buy |
153,377
+2,426
| +2% | +$144K | 1.25% | 17 |
|
|
2015
Q4 | $9.97M | Buy |
150,951
+1,843
| +1% | +$122K | 1.39% | 11 |
|
|
2015
Q3 | $9.09M | Sell |
149,108
-36,541
| -20% | -$2.23M | 1.45% | 8 |
|
|
2015
Q2 | $12.6M | Sell |
185,649
-146
| -0.1% | -$9.89K | 1.8% | 4 |
|
|
2015
Q1 | $11.3M | Buy |
185,795
+16,255
| +10% | +$985K | 1.58% | 9 |
|
|
2014
Q4 | $10.6M | Buy |
169,540
+6,280
| +4% | +$393K | 1.55% | 8 |
|
|
2014
Q3 | $9.84M | Sell |
163,260
-5,579
| -3% | -$336K | 1.67% | 7 |
|
|
2014
Q2 | $9.73M | Buy |
168,839
+11,425
| +7% | +$658K | 1.52% | 10 |
|
|
2014
Q1 | $9.56M | Buy |
157,414
+3,255
| +2% | +$198K | 1.57% | 12 |
|
|
2013
Q4 | $9.02M | Buy |
154,159
+57,347
| +59% | +$3.35M | 1.43% | 15 |
|
|
2013
Q3 | $5M | Sell |
96,812
-2,365
| -2% | -$122K | 0.91% | 32 |
|
|
2013
Q2 | $5.24M | Buy |
+99,177
| New | +$5.24M | 0.98% | 28 |
|