Beacon Capital Management Inc (Ohio)’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 |
-53
| Closed | -$6.91K | – | 72 |
|
|
2023
Q1 | $6.91K | Buy |
+53
| New | +$6.91K | ﹤0.01% | 70 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$5K | – | 90 |
|
|
2020
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 54 |
|
|
2020
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 56 |
|
|
2020
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 50 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 48 |
|
|
2019
Q3 | $6K | Sell |
50
-1
| -2% | -$120 | ﹤0.01% | 50 |
|
|
2019
Q2 | $6K | Buy |
51
+1
| +2% | +$118 | ﹤0.01% | 59 |
|
|
2019
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 54 |
|
|
2018
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 48 |
|
|
2018
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 51 |
|
|
2018
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 60 |
|
|
2018
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 49 |
|
|
2017
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 50 |
|
|
2017
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 55 |
|
|
2017
Q2 | $5K | Sell |
50
-5
| -9% | -$500 | ﹤0.01% | 53 |
|
|
2017
Q1 | $5K | Buy |
55
+5
| +10% | +$455 | ﹤0.01% | 52 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 55 |
|
|
2016
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 84 |
|
|
2016
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 127 |
|
|
2016
Q1 | $3K | Sell |
50
-5
| -9% | -$300 | ﹤0.01% | 153 |
|
|
2015
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 179 |
|
|
2015
Q3 | $3K | Buy |
55
+5
| +10% | +$273 | ﹤0.01% | 192 |
|
|
2015
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 209 |
|
|
2015
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
|
2014
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 189 |
|
|
2014
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 197 |
|
|
2014
Q2 | $3K | Sell |
50
-9
| -15% | -$540 | ﹤0.01% | 199 |
|
|
2014
Q1 | $4K | Buy |
59
+9
| +18% | +$610 | ﹤0.01% | 184 |
|
|
2013
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 193 |
|