Buckingham Strategic Wealth’s JPMorgan Chase JPM Stock Holding History

Buckingham Strategic Wealth’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$13.5M	Sell	66,707 -526	-0.8%	-$103K	0.14%	79
2024 Q1	$13.5M	Buy	67,233 +3,278	+5%	+$591K	0.14%	78
2023 Q4	$10.9M	Buy	63,955 +666	+1%	+$101K	0.13%	92
2023 Q3	$9.18M	Buy	63,289 +227	+0.4%	+$34K	0.13%	89
2023 Q2	$9.17M	Buy	63,062 +1,847	+3%	+$254K	0.13%	88
2023 Q1	$8.21M	Hold	61,215	–	–	0.15%	84
2022 Q4	$8.21M	Sell	61,215 -965	-2%	-$122K	0.15%	84
2022 Q3	$6.5M	Buy	62,180 +154	+0.2%	+$17.7K	0.13%	88
2022 Q2	$6.99M	Buy	62,026 +4,826	+8%	+$598K	0.14%	86
2022 Q1	$7.8M	Buy	57,200 +1,067	+2%	+$157K	0.15%	77
2021 Q4	$8.89M	Sell	56,133 -553	-1%	-$90.8K	0.17%	70
2021 Q3	$9.28M	Sell	56,686 -6,478	-10%	-$1.02M	0.19%	60
2021 Q2	$9.82M	Buy	63,164 +855	+1%	+$134K	0.24%	54
2021 Q1	$9.48M	Buy	62,309 +312	+0.5%	+$44.9K	0.47%	43
2020 Q4	$7.88M	Sell	61,997 -10,405	-14%	-$1.16M	0.41%	54
2020 Q3	$6.97M	Buy	72,402 +29,357	+68%	+$2.88M	0.53%	41
2020 Q2	$4.05M	Sell	43,045 -12,131	-22%	-$1.15M	0.39%	56
2020 Q1	$4.97M	Buy	55,176 +9,114	+20%	+$1.11M	0.48%	47
2019 Q4	$6.42M	Buy	46,062 +683	+2%	+$87.6K	0.62%	37
2019 Q3	$5.34M	Buy	45,379 +1,022	+2%	+$116K	0.58%	40
2019 Q2	$4.96M	Buy	44,357 +1,812	+4%	+$200K	0.54%	43
2019 Q1	$4.31M	Buy	42,545 +208	+0.5%	+$21.4K	0.54%	45
2018 Q4	$4.13M	Buy	42,337 +4,339	+11%	+$462K	0.63%	35
2018 Q3	$4.29M	Sell	37,998 -409	-1%	-$46.4K	0.66%	33
2018 Q2	$4M	Buy	38,407 +6,292	+20%	+$690K	0.65%	35
2018 Q1	$3.53M	Buy	32,115 +438	+1%	+$49.6K	0.69%	31
2017 Q4	$3.39M	Sell	31,677 -178	-0.6%	-$18K	0.71%	28
2017 Q3	$3.04M	Sell	31,855 -1,815	-5%	-$167K	0.72%	29
2017 Q2	$3.08M	Buy	33,670 +10,434	+45%	+$900K	0.72%	27
2017 Q1	$2.04M	Buy	23,236 +674	+3%	+$59.5K	0.59%	34
2016 Q4	$1.95M	Buy	22,562 +1,353	+6%	+$103K	0.63%	33
2016 Q3	$1.41M	Buy	21,209 +1,113	+6%	+$72.6K	0.48%	45
2016 Q2	$1.25M	Buy	20,096 +830	+4%	+$51.8K	0.42%	47
2016 Q1	$1.14M	Buy	19,266 +9,682	+101%	+$565K	0.38%	55
2015 Q4	$633K	Sell	9,584 -1,395	-13%	-$90.8K	0.21%	85
2015 Q3	$669K	Buy	10,979 +247	+2%	+$16.2K	0.24%	77
2015 Q2	$727K	Buy	10,732 +4,940	+85%	+$323K	0.24%	80
2015 Q1	$351K	Sell	5,792 -642	-10%	-$38K	0.13%	127
2014 Q4	$403K	Sell	6,434 -479	-7%	-$28.8K	0.16%	110
2014 Q3	$416K	Sell	6,913 -896	-11%	-$52.4K	0.17%	98
2014 Q2	$450K	Buy	7,809 +1,108	+17%	+$62.3K	0.2%	83
2014 Q1	$407K	Buy	6,701 +84	+1%	+$4.86K	0.19%	83
2013 Q4	$387K	Sell	6,617 -7,004	-51%	-$384K	0.18%	85
2013 Q3	$704K	Buy	13,621 +1,552	+13%	+$83.2K	0.37%	52
2013 Q2	$637K	Buy	+12,069	New	+$614K	0.36%	51