BTR 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
Q3 | $18.3M | Sell |
175,371
-491
| -0.3% | -$51.3K | 2.86% | 9 |
|
|
2022
Q2 | $19.8M | Buy |
175,862
+5,071
| +3% | +$571K | 2.84% | 9 |
|
|
2022
Q1 | $23.3M | Buy |
170,791
+1,309
| +0.8% | +$178K | 2.86% | 8 |
|
|
2021
Q4 | $26.8M | Sell |
169,482
-90
| -0.1% | -$14.3K | 3.03% | 7 |
|
|
2021
Q3 | $27.8M | Buy |
169,572
+3,291
| +2% | +$539K | 3.44% | 5 |
|
|
2021
Q2 | $25.9M | Buy |
166,281
+1,695
| +1% | +$264K | 3.23% | 5 |
|
|
2021
Q1 | $25.1M | Sell |
164,586
-414
| -0.3% | -$63K | 3.65% | 3 |
|
|
2020
Q4 | $21M | Sell |
165,000
-667
| -0.4% | -$84.8K | 3.28% | 8 |
|
|
2020
Q3 | $15.9M | Buy |
165,667
+2,562
| +2% | +$247K | 2.82% | 11 |
|
|
2020
Q2 | $15.3M | Sell |
163,105
-6,860
| -4% | -$645K | 2.88% | 10 |
|
|
2020
Q1 | $15.3M | Buy |
169,965
+7,472
| +5% | +$673K | 3.39% | 4 |
|
|
2019
Q4 | $22.7M | Sell |
162,493
-2,179
| -1% | -$304K | 3.9% | 3 |
|
|
2019
Q3 | $19.4M | Sell |
164,672
-16
| -0% | -$1.88K | 3.64% | 3 |
|
|
2019
Q2 | $18.4M | Buy |
164,688
+1,223
| +0.7% | +$137K | 3.43% | 3 |
|
|
2019
Q1 | $16.5M | Buy |
163,465
+1,959
| +1% | +$198K | 3.18% | 4 |
|
|
2018
Q4 | $15.8M | Sell |
161,506
-5,560
| -3% | -$543K | 3.32% | 2 |
|
|
2018
Q3 | $18.9M | Sell |
167,066
-1,268
| -0.8% | -$143K | 3.28% | 3 |
|
|
2018
Q2 | $17.5M | Buy |
168,334
+2,489
| +2% | +$259K | 3.38% | 4 |
|
|
2018
Q1 | $18.2M | Sell |
165,845
-3,486
| -2% | -$383K | 3.65% | 3 |
|
|
2017
Q4 | $18.1M | Sell |
169,331
-2,839
| -2% | -$304K | 3.54% | 3 |
|
|
2017
Q3 | $16.4M | Sell |
172,170
-2,383
| -1% | -$228K | 3.35% | 3 |
|
|
2017
Q2 | $16M | Buy |
174,553
+730
| +0.4% | +$66.7K | 3.27% | 3 |
|
|
2017
Q1 | $15.3M | Sell |
173,823
-42,981
| -20% | -$3.78M | 3.19% | 3 |
|
|
2016
Q4 | $14.4M | Hold |
216,804
| – | – | 3.24% | 3 |
|
|
2016
Q3 | $14.4M | Sell |
216,804
-88
| -0% | -$5.86K | 3.24% | 3 |
|
|
2016
Q2 | $13.5M | Buy |
216,892
+6,155
| +3% | +$382K | 3.09% | 2 |
|
|
2016
Q1 | $12.5M | Sell |
210,737
-5,214
| -2% | -$309K | 2.9% | 4 |
|
|
2015
Q4 | $14.3M | Buy |
215,951
+3,375
| +2% | +$223K | 3.24% | 2 |
|
|
2015
Q3 | $13M | Buy |
212,576
+3,965
| +2% | +$242K | 3.1% | 2 |
|
|
2015
Q2 | $14.1M | Buy |
208,611
+5,995
| +3% | +$406K | 3.33% | 2 |
|
|
2015
Q1 | $12.3M | Buy |
202,616
+26,028
| +15% | +$1.58M | 2.97% | 4 |
|
|
2014
Q4 | $11.1M | Buy |
176,588
+4,590
| +3% | +$287K | 3.01% | 4 |
|
|
2014
Q3 | $10.4M | Buy |
171,998
+7,340
| +4% | +$442K | 2.86% | 4 |
|
|
2014
Q2 | $9.49M | Buy |
164,658
+25,005
| +18% | +$1.44M | 2.6% | 5 |
|
|
2014
Q1 | $8.48M | Sell |
139,653
-475
| -0.3% | -$28.8K | 2.47% | 6 |
|
|
2013
Q4 | $8.2M | Buy |
140,128
+39,960
| +40% | +$2.34M | 2.34% | 8 |
|
|
2013
Q3 | $5.18M | Buy |
100,168
+50,150
| +100% | +$2.59M | 1.63% | 28 |
|
|
2013
Q2 | $2.64M | Buy |
+50,018
| New | +$2.64M | 0.82% | 42 |
|