Bingham Osborn & Scarborough’s JPMorgan Chase JPM Stock Holding History

Bingham Osborn & Scarborough’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,893	Closed	-$1.62M	–	82
2021 Q3	$1.62M	Buy	9,893 +296	+3%	+$48.4K	0.11%	44
2021 Q2	$1.49M	Buy	9,597 +1,284	+15%	+$200K	0.11%	43
2021 Q1	$1.27M	Buy	8,313 +305	+4%	+$46.4K	0.1%	44
2020 Q4	$1.02M	Sell	8,008 -9,650	-55%	-$1.23M	0.08%	47
2020 Q3	$1.7M	Buy	17,658 +316	+2%	+$30.4K	0.13%	45
2020 Q2	$1.63M	Buy	17,342 +195	+1%	+$18.3K	0.13%	44
2020 Q1	$1.54M	Sell	17,147 -1,087	-6%	-$97.9K	0.15%	39
2019 Q4	$2.54M	Buy	18,234 +638	+4%	+$88.9K	0.21%	34
2019 Q3	$2.07M	Sell	17,596 -492	-3%	-$57.9K	0.18%	35
2019 Q2	$2.02M	Sell	18,088 -550	-3%	-$61.5K	0.18%	34
2019 Q1	$1.89M	Sell	18,638 -114	-0.6%	-$11.5K	0.17%	35
2018 Q4	$1.83M	Sell	18,752 -674	-3%	-$65.8K	0.19%	35
2018 Q3	$2.19M	Buy	19,426 +1,460	+8%	+$165K	0.19%	36
2018 Q2	$1.87M	Sell	17,966 -236	-1%	-$24.6K	0.18%	36
2018 Q1	$2M	Buy	18,202 +9,512	+109%	+$1.05M	0.19%	35
2017 Q4	$929K	Buy	8,690 +1,014	+13%	+$108K	0.08%	50
2017 Q3	$733K	Buy	7,676 +2,410	+46%	+$230K	0.07%	60
2017 Q2	$481K	Sell	5,266 -12	-0.2%	-$1.1K	0.05%	68
2017 Q1	$464K	Buy	5,278 +548	+12%	+$48.2K	0.05%	72
2016 Q4	$408K	Sell	4,730 -31	-0.7%	-$2.67K	0.04%	78
2016 Q3	$317K	Sell	4,761 -541	-10%	-$36K	0.03%	88
2016 Q2	$329K	Buy	5,302 +444	+9%	+$27.6K	0.04%	88
2016 Q1	$288K	Buy	4,858 +470	+11%	+$27.9K	0.03%	95
2015 Q4	$290K	Hold	4,388	–	–	0.04%	89
2015 Q3	$268K	Hold	4,388	–	–	0.03%	90
2015 Q2	$297K	Buy	4,388 +20	+0.5%	+$1.35K	0.04%	87
2015 Q1	$265K	Sell	4,368 -493	-10%	-$29.9K	0.03%	95
2014 Q4	$304K	Sell	4,861 -1,219	-20%	-$76.2K	0.04%	89
2014 Q3	$366K	Buy	6,080 +1,642	+37%	+$98.8K	0.05%	81
2014 Q2	$256K	Buy	4,438 +773	+21%	+$44.6K	0.03%	90
2014 Q1	$222K	Buy	+3,665	New	+$222K	0.03%	95
2013 Q3	–	Sell	-4,415	Closed	-$233K	–	95
2013 Q2	$233K	Buy	+4,415	New	+$233K	0.04%	74