Boenning & Scattergood’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $10M | Sell |
73,372
-820
| -1% | -$112K | 1.61% | 6 |
|
|
2022
Q3 | $7.75M | Buy |
74,192
+837
| +1% | +$87.5K | 1.58% | 8 |
|
|
2022
Q2 | $8.26M | Sell |
73,355
-17
| -0% | -$1.91K | 1.56% | 8 |
|
|
2022
Q1 | $10M | Buy |
73,372
+1,324
| +2% | +$180K | 1.61% | 6 |
|
|
2021
Q4 | $11.4M | Buy |
72,048
+381
| +0.5% | +$60.3K | 1.82% | 5 |
|
|
2021
Q3 | $11.7M | Buy |
71,667
+974
| +1% | +$159K | 2.06% | 5 |
|
|
2021
Q2 | $11M | Sell |
70,693
-182
| -0.3% | -$28.3K | 1.91% | 5 |
|
|
2021
Q1 | $10.8M | Buy |
70,875
+3,779
| +6% | +$575K | 2.05% | 4 |
|
|
2020
Q4 | $8.53M | Sell |
67,096
-1,442
| -2% | -$183K | 1.81% | 5 |
|
|
2020
Q3 | $6.6M | Buy |
68,538
+5,274
| +8% | +$508K | 1.58% | 9 |
|
|
2020
Q2 | $5.95M | Buy |
63,264
+6,784
| +12% | +$638K | 1.59% | 10 |
|
|
2020
Q1 | $5.09M | Buy |
56,480
+3,242
| +6% | +$292K | 1.75% | 9 |
|
|
2019
Q4 | $7.42M | Buy |
53,238
+5,934
| +13% | +$827K | 1.91% | 7 |
|
|
2019
Q3 | $5.57M | Sell |
47,304
-3,970
| -8% | -$467K | 1.61% | 11 |
|
|
2019
Q2 | $5.73M | Sell |
51,274
-10,685
| -17% | -$1.19M | 1.67% | 9 |
|
|
2019
Q1 | $6.27M | Buy |
61,959
+11,134
| +22% | +$1.13M | 1.88% | 8 |
|
|
2018
Q4 | $4.96M | Buy |
50,825
+1,243
| +3% | +$121K | 1.73% | 8 |
|
|
2018
Q3 | $5.6M | Sell |
49,582
-1,241
| -2% | -$140K | 1.78% | 8 |
|
|
2018
Q2 | $5.3M | Buy |
+50,823
| New | +$5.3M | 1.74% | 8 |
|