Bar Harbor Trust Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,223
| Closed | -$1.39M | – | 70 |
|
|
2022
Q1 | $1.39M | Sell |
10,223
-1,346
| -12% | -$184K | 0.42% | 59 |
|
|
2021
Q4 | $1.83M | Sell |
11,569
-309
| -3% | -$48.9K | 0.49% | 46 |
|
|
2021
Q3 | $1.94M | Buy |
11,878
+565
| +5% | +$92.5K | 0.61% | 42 |
|
|
2021
Q2 | $1.76M | Buy |
11,313
+364
| +3% | +$56.6K | 0.57% | 41 |
|
|
2021
Q1 | $1.67M | Buy |
10,949
+1,323
| +14% | +$201K | 0.61% | 39 |
|
|
2020
Q4 | $1.22M | Buy |
9,626
+187
| +2% | +$23.8K | 0.46% | 46 |
|
|
2020
Q3 | $909K | Sell |
9,439
-420
| -4% | -$40.4K | 0.38% | 51 |
|
|
2020
Q2 | $927K | Buy |
9,859
+152
| +2% | +$14.3K | 0.42% | 49 |
|
|
2020
Q1 | $874K | Sell |
9,707
-685
| -7% | -$61.7K | 0.62% | 37 |
|
|
2019
Q4 | $1.45M | Buy |
+10,392
| New | +$1.45M | 0.58% | 36 |
|
|
2018
Q4 | – | Sell |
-2,031
| Closed | -$229K | – | 69 |
|
|
2018
Q3 | $229K | Hold |
2,031
| – | – | 0.11% | 73 |
|
|
2018
Q2 | $212K | Hold |
2,031
| – | – | 0.12% | 72 |
|
|
2018
Q1 | $223K | Hold |
2,031
| – | – | 0.12% | 65 |
|
|
2017
Q4 | $217K | Sell |
2,031
-200
| -9% | -$21.4K | 0.11% | 71 |
|
|
2017
Q3 | $213K | Hold |
2,231
| – | – | 0.11% | 72 |
|
|
2017
Q2 | $204K | Buy |
+2,231
| New | +$204K | 0.11% | 74 |
|