BTR Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $18.3M | Sell |
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|
2022
Q2 | $19.8M | Buy |
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|
2022
Q1 | $23.3M | Buy |
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|
2021
Q4 | $26.8M | Sell |
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|
2021
Q3 | $27.8M | Buy |
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|
2021
Q2 | $25.9M | Buy |
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|
2021
Q1 | $25.1M | Sell |
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|
2020
Q4 | $21M | Sell |
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|
2020
Q3 | $15.9M | Buy |
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|
2020
Q2 | $15.3M | Sell |
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|
2020
Q1 | $15.3M | Buy |
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|
2019
Q4 | $22.7M | Sell |
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|
2019
Q3 | $19.4M | Sell |
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|
2019
Q2 | $18.4M | Buy |
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|
2019
Q1 | $16.5M | Buy |
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|
2018
Q4 | $15.8M | Sell |
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|
2018
Q3 | $18.9M | Sell |
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|
2018
Q2 | $17.5M | Buy |
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|
2018
Q1 | $18.2M | Sell |
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|
2017
Q4 | $18.1M | Sell |
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|
2017
Q3 | $16.4M | Sell |
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|
2017
Q2 | $16M | Buy |
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|
2017
Q1 | $15.3M | Sell |
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|
2016
Q4 | $14.4M | Hold |
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|
2016
Q3 | $14.4M | Sell |
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|
2016
Q2 | $13.5M | Buy |
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|
2016
Q1 | $12.5M | Sell |
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|
2015
Q4 | $14.3M | Buy |
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|
2015
Q3 | $13M | Buy |
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|
2015
Q2 | $14.1M | Buy |
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|
2015
Q1 | $12.3M | Buy |
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|
2014
Q4 | $11.1M | Buy |
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|
2014
Q3 | $10.4M | Buy |
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|
2014
Q2 | $9.49M | Buy |
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|
2014
Q1 | $8.48M | Sell |
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|
2013
Q4 | $8.2M | Buy |
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|
2013
Q3 | $5.18M | Buy |
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|
2013
Q2 | $2.64M | Buy |
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