Brightworth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.6M | Buy |
34,451
+3,085
| +10% | +$322K | 0.39% | 45 |
|
|
2022
Q2 | $3.53M | Buy |
31,366
+3,148
| +11% | +$354K | 0.38% | 46 |
|
|
2022
Q1 | $3.85M | Buy |
28,218
+2,218
| +9% | +$302K | 0.39% | 45 |
|
|
2021
Q4 | $4.12M | Buy |
26,000
+4,755
| +22% | +$753K | 0.38% | 42 |
|
|
2021
Q3 | $3.48M | Buy |
21,245
+1,754
| +9% | +$287K | 0.32% | 43 |
|
|
2021
Q2 | $3.03M | Buy |
19,491
+2,474
| +15% | +$385K | 0.26% | 43 |
|
|
2021
Q1 | $2.59M | Buy |
17,017
+1,313
| +8% | +$200K | 0.24% | 44 |
|
|
2020
Q4 | $2M | Buy |
15,704
+1,117
| +8% | +$142K | 0.2% | 48 |
|
|
2020
Q3 | $1.4M | Buy |
14,587
+798
| +6% | +$76.8K | 0.16% | 50 |
|
|
2020
Q2 | $1.3M | Buy |
13,789
+868
| +7% | +$81.6K | 0.18% | 50 |
|
|
2020
Q1 | $1.16M | Buy |
12,921
+492
| +4% | +$44.3K | 0.2% | 46 |
|
|
2019
Q4 | $1.73M | Buy |
12,429
+3,303
| +36% | +$461K | 0.32% | 45 |
|
|
2019
Q3 | $1.07M | Buy |
9,126
+2,741
| +43% | +$323K | 0.22% | 48 |
|
|
2019
Q2 | $714K | Sell |
6,385
-1,434
| -18% | -$160K | 0.15% | 53 |
|
|
2019
Q1 | $792K | Sell |
7,819
-84
| -1% | -$8.51K | 0.17% | 53 |
|
|
2018
Q4 | $771K | Sell |
7,903
-996
| -11% | -$97.2K | 0.18% | 52 |
|
|
2018
Q3 | $1M | Buy |
8,899
+245
| +3% | +$27.6K | 0.22% | 44 |
|
|
2018
Q2 | $902K | Sell |
8,654
-3,381
| -28% | -$352K | 0.22% | 46 |
|
|
2018
Q1 | $1.32M | Sell |
12,035
-400
| -3% | -$44K | 0.31% | 42 |
|
|
2017
Q4 | $1.33M | Buy |
12,435
+1,000
| +9% | +$107K | 0.3% | 41 |
|
|
2017
Q3 | $1.09M | Buy |
11,435
+9,043
| +378% | +$864K | 0.27% | 43 |
|
|
2017
Q2 | $219K | Hold |
2,392
| – | – | 0.12% | 31 |
|
|
2017
Q1 | $210K | Hold |
2,392
| – | – | 0.12% | 36 |
|
|
2016
Q4 | $206K | Buy |
+2,392
| New | +$206K | 0.11% | 41 |
|