Buckingham Capital Management (Ohio)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.61M | Sell |
23,393
-1,182
| -5% | -$283K | 0.64% | 36 |
|
|
2024
Q3 | $5.18M | Sell |
24,575
-1,017
| -4% | -$214K | 0.59% | 41 |
|
|
2024
Q2 | $5.18M | Sell |
25,592
-1,691
| -6% | -$342K | 0.62% | 43 |
|
|
2024
Q1 | $5.46M | Sell |
27,283
-1,057
| -4% | -$212K | 0.67% | 43 |
|
|
2023
Q4 | $4.82M | Sell |
28,340
-6,232
| -18% | -$1.06M | 0.65% | 44 |
|
|
2023
Q3 | $5.01M | Sell |
34,572
-9,705
| -22% | -$1.41M | 0.76% | 42 |
|
|
2023
Q2 | $6.44M | Sell |
44,277
-453
| -1% | -$65.9K | 0.96% | 35 |
|
|
2023
Q1 | $5.83M | Buy |
44,730
+1,594
| +4% | +$208K | 0.93% | 35 |
|
|
2022
Q4 | $5.78M | Sell |
43,136
-4,336
| -9% | -$581K | 1.01% | 34 |
|
|
2022
Q3 | $4.96M | Sell |
47,472
-10,213
| -18% | -$1.07M | 0.96% | 36 |
|
|
2022
Q2 | $6.5M | Sell |
57,685
-12,142
| -17% | -$1.37M | 1.22% | 30 |
|
|
2022
Q1 | $9.52M | Sell |
69,827
-3,105
| -4% | -$423K | 1.56% | 22 |
|
|
2021
Q4 | $11.5M | Buy |
72,932
+408
| +0.6% | +$64.6K | 1.79% | 17 |
|
|
2021
Q3 | $11.9M | Buy |
72,524
+234
| +0.3% | +$38.3K | 1.94% | 17 |
|
|
2021
Q2 | $11.2M | Sell |
72,290
-2,439
| -3% | -$379K | 1.82% | 18 |
|
|
2021
Q1 | $11.4M | Sell |
74,729
-968
| -1% | -$147K | 1.92% | 15 |
|
|
2020
Q4 | $9.62M | Buy |
75,697
+342
| +0.5% | +$43.5K | 1.69% | 21 |
|
|
2020
Q3 | $7.25M | Buy |
75,355
+1,459
| +2% | +$140K | 1.44% | 26 |
|
|
2020
Q2 | $6.95M | Buy |
73,896
+2,547
| +4% | +$240K | 1.52% | 25 |
|
|
2020
Q1 | $6.42M | Sell |
71,349
-12,315
| -15% | -$1.11M | 1.62% | 18 |
|
|
2019
Q4 | $11.7M | Buy |
83,664
+32
| +0% | +$4.46K | 2.02% | 10 |
|
|
2019
Q3 | $9.84M | Sell |
83,632
-1,109
| -1% | -$131K | 1.83% | 10 |
|
|
2019
Q2 | $9.47M | Buy |
84,741
+1,167
| +1% | +$130K | 1.79% | 11 |
|
|
2019
Q1 | $8.46M | Buy |
83,574
+1,052
| +1% | +$106K | 1.66% | 13 |
|
|
2018
Q4 | $8.06M | Buy |
82,522
+1,074
| +1% | +$105K | 1.77% | 11 |
|
|
2018
Q3 | $9.19M | Sell |
81,448
-661
| -0.8% | -$74.6K | 1.8% | 12 |
|
|
2018
Q2 | $8.56M | Sell |
82,109
-1,000
| -1% | -$104K | 1.74% | 12 |
|
|
2018
Q1 | $9.14M | Sell |
83,109
-2,448
| -3% | -$269K | 1.91% | 9 |
|
|
2017
Q4 | $9.15M | Buy |
85,557
+2,416
| +3% | +$258K | 1.92% | 9 |
|
|
2017
Q3 | $7.94M | Sell |
83,141
-3,256
| -4% | -$311K | 1.76% | 9 |
|
|
2017
Q2 | $7.9M | Sell |
86,397
-6,620
| -7% | -$605K | 1.82% | 8 |
|
|
2017
Q1 | $8.17M | Sell |
93,017
-3,287
| -3% | -$289K | 1.91% | 7 |
|
|
2016
Q4 | $8.31M | Buy |
96,304
+1,117
| +1% | +$96.4K | 2.06% | 6 |
|
|
2016
Q3 | $6.34M | Buy |
95,187
+1,442
| +2% | +$96.1K | 1.62% | 8 |
|
|
2016
Q2 | $5.83M | Buy |
93,745
+6,686
| +8% | +$415K | 1.55% | 9 |
|
|
2016
Q1 | $5.16M | Buy |
87,059
+8,939
| +11% | +$529K | 1.41% | 11 |
|
|
2015
Q4 | $5.16M | Buy |
78,120
+4,594
| +6% | +$303K | 1.44% | 12 |
|
|
2015
Q3 | $4.48M | Buy |
73,526
+4,410
| +6% | +$269K | 1.32% | 12 |
|
|
2015
Q2 | $4.71M | Buy |
69,116
+2,161
| +3% | +$147K | 1.32% | 12 |
|
|
2015
Q1 | $4.06M | Buy |
66,955
+3,521
| +6% | +$213K | 1.17% | 15 |
|
|
2014
Q4 | $3.97M | Buy |
63,434
+7,754
| +14% | +$485K | 1.18% | 17 |
|
|
2014
Q3 | $3.35M | Buy |
55,680
+1,483
| +3% | +$89.3K | 1.04% | 23 |
|
|
2014
Q2 | $3.12M | Buy |
54,197
+714
| +1% | +$41.1K | 0.99% | 26 |
|
|
2014
Q1 | $3.25M | Buy |
53,483
+1,285
| +2% | +$78K | 1.09% | 20 |
|
|
2013
Q4 | $3.05M | Buy |
52,198
+2,432
| +5% | +$142K | 1.07% | 20 |
|
|
2013
Q3 | $2.6M | Buy |
49,766
+5,780
| +13% | +$302K | 1.06% | 21 |
|
|
2013
Q2 | $2.32M | Buy |
+43,986
| New | +$2.32M | 0.95% | 30 |
|