Berman Capital Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.75M | Buy |
16,833
+2,875
| +21% | +$470K | 0.43% | 30 |
|
|
2021
Q2 | $2.17M | Buy |
13,958
+2,007
| +17% | +$312K | 0.35% | 36 |
|
|
2021
Q1 | $1.82M | Buy |
11,951
+921
| +8% | +$140K | 0.38% | 33 |
|
|
2020
Q4 | $1.4M | Buy |
11,030
+2,089
| +23% | +$265K | 0.34% | 41 |
|
|
2020
Q3 | $859K | Sell |
8,941
-3,909
| -30% | -$376K | 0.24% | 53 |
|
|
2020
Q2 | $1.21M | Buy |
12,850
+1,079
| +9% | +$101K | 0.32% | 42 |
|
|
2020
Q1 | $1.06M | Buy |
11,771
+5,645
| +92% | +$507K | 0.34% | 34 |
|
|
2019
Q4 | $853K | Buy |
6,126
+195
| +3% | +$27.2K | 0.25% | 44 |
|
|
2019
Q3 | $697K | Sell |
5,931
-185
| -3% | -$21.7K | 0.22% | 53 |
|
|
2019
Q2 | $683K | Buy |
6,116
+891
| +17% | +$99.5K | 0.22% | 51 |
|
|
2019
Q1 | $528K | Buy |
5,225
+1,096
| +27% | +$111K | 0.18% | 63 |
|
|
2018
Q4 | $402K | Sell |
4,129
-3,814
| -48% | -$371K | 0.16% | 60 |
|
|
2018
Q3 | $896K | Sell |
7,943
-77
| -1% | -$8.69K | 0.38% | 37 |
|
|
2018
Q2 | $836K | Buy |
8,020
+541
| +7% | +$56.4K | 0.29% | 45 |
|
|
2018
Q1 | $823K | Sell |
7,479
-142
| -2% | -$15.6K | 0.31% | 43 |
|
|
2017
Q4 | $815K | Buy |
+7,621
| New | +$815K | 0.27% | 47 |
|