Breiter Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.47M | Sell |
10,753
-91
| -0.8% | -$12.4K | 0.72% | 45 |
|
|
2021
Q4 | $1.72M | Buy |
10,844
+67
| +0.6% | +$10.6K | 0.84% | 44 |
|
|
2021
Q3 | $1.76M | Sell |
10,777
-872
| -7% | -$143K | 1.01% | 31 |
|
|
2021
Q2 | $1.81M | Buy |
11,649
+69
| +0.6% | +$10.7K | 0.97% | 31 |
|
|
2021
Q1 | $1.76M | Buy |
11,580
+477
| +4% | +$72.6K | 1.81% | 20 |
|
|
2020
Q4 | $1.41M | Sell |
11,103
-422
| -4% | -$53.6K | 0.98% | 32 |
|
|
2020
Q3 | $1.11M | Buy |
11,525
+205
| +2% | +$19.7K | 0.91% | 33 |
|
|
2020
Q2 | $1.07M | Buy |
11,320
+539
| +5% | +$50.7K | 0.99% | 31 |
|
|
2020
Q1 | $971K | Buy |
10,781
+3,394
| +46% | +$306K | 1.14% | 26 |
|
|
2019
Q4 | $1.03M | Sell |
7,387
-342
| -4% | -$47.7K | 1.12% | 33 |
|
|
2019
Q3 | $910K | Sell |
7,729
-405
| -5% | -$47.7K | 1.2% | 31 |
|
|
2019
Q2 | $909K | Buy |
8,134
+1,375
| +20% | +$154K | 1.21% | 31 |
|
|
2019
Q1 | $743K | Sell |
6,759
-2,578
| -28% | -$283K | 0.99% | 30 |
|
|
2018
Q4 | $911K | Buy |
9,337
+2,902
| +45% | +$283K | 1.84% | 14 |
|
|
2018
Q3 | $726K | Sell |
6,435
-371
| -5% | -$41.9K | 0.92% | 41 |
|
|
2018
Q2 | $709K | Buy |
6,806
+47
| +0.7% | +$4.9K | 0.99% | 34 |
|
|
2018
Q1 | $743K | Buy |
6,759
+786
| +13% | +$86.4K | 1.01% | 29 |
|
|
2017
Q4 | $639K | Buy |
+5,973
| New | +$639K | 0.92% | 38 |
|