Bell Rock Capital’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 |
-2,945
| Closed | -$387K | – | 77 |
|
|
2022
Q1 | $387K | Sell |
2,945
-196
| -6% | -$25.8K | 0.36% | 64 |
|
|
2021
Q4 | $527K | Buy |
+3,141
| New | +$527K | 0.39% | 55 |
|
|
2020
Q1 | – | Sell |
-1,567
| Closed | -$218K | – | 182 |
|
|
2019
Q4 | $218K | Buy |
1,567
+8
| +0.5% | +$1.11K | 0.19% | 103 |
|
|
2019
Q3 | $184K | Sell |
1,559
-496
| -24% | -$58.5K | 0.16% | 104 |
|
|
2019
Q2 | $230K | Sell |
2,055
-23,423
| -92% | -$2.62M | 0.2% | 93 |
|
|
2019
Q1 | $2.58M | Buy |
25,478
+55
| +0.2% | +$5.57K | 1.48% | 15 |
|
|
2018
Q4 | $2.49M | Sell |
25,423
-7,139
| -22% | -$698K | 1.67% | 13 |
|
|
2018
Q3 | $3.67M | Buy |
32,562
+1,007
| +3% | +$114K | 1.8% | 7 |
|
|
2018
Q2 | $3.29M | Buy |
31,555
+1,169
| +4% | +$122K | 1.66% | 10 |
|
|
2018
Q1 | $3.33M | Buy |
30,386
+8,281
| +37% | +$909K | 1.77% | 10 |
|
|
2017
Q4 | $2.33M | Sell |
22,105
-6,486
| -23% | -$684K | 1.26% | 15 |
|
|
2017
Q3 | $2.74M | Sell |
28,591
-1,532
| -5% | -$147K | 1.56% | 11 |
|
|
2017
Q2 | $2.75M | Buy |
30,123
+25,213
| +514% | +$2.3M | 1.69% | 11 |
|
|
2017
Q1 | $432K | Buy |
4,910
+304
| +7% | +$26.7K | 0.4% | 49 |
|
|
2016
Q4 | $398K | Buy |
+4,606
| New | +$398K | 0.42% | 50 |
|