Bassett Hargrove Investment Counsel’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.38M | Buy |
9,539
+45
| +0.5% | +$6.52K | 2.32% | 14 |
|
|
2023
Q2 | $1.27M | Hold |
9,494
| – | – | 2.37% | 17 |
|
|
2023
Q1 | $1.24M | Hold |
9,494
| – | – | 2.16% | 18 |
|
|
2022
Q4 | $1.27M | Sell |
9,494
-245
| -3% | -$32.6K | 2.37% | 17 |
|
|
2022
Q3 | $1.02M | Buy |
+9,739
| New | +$1.02M | 2.06% | 18 |
|
|
2022
Q1 | $1.46M | Sell |
10,698
-34
| -0.3% | -$4.63K | 2.22% | 16 |
|
|
2021
Q4 | $1.7M | Sell |
10,732
-80
| -0.7% | -$12.7K | 2.45% | 12 |
|
|
2021
Q3 | $1.68M | Hold |
10,812
| – | – | 2.51% | 14 |
|
|
2021
Q2 | $1.68M | Buy |
+10,812
| New | +$1.68M | 2.51% | 14 |
|