Burleson & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.16M | Sell |
38,496
-3,365
| -8% | -$451K | 1.29% | 21 |
|
|
2022
Q3 | $4.37M | Buy |
41,861
+1,308
| +3% | +$137K | 0.94% | 27 |
|
|
2022
Q2 | $4.57M | Buy |
40,553
+2,961
| +8% | +$333K | 0.99% | 30 |
|
|
2022
Q1 | $5.13M | Buy |
37,592
+19,573
| +109% | +$2.67M | 0.82% | 32 |
|
|
2021
Q4 | $2.85M | Buy |
18,019
+5
| +0% | +$792 | 0.42% | 45 |
|
|
2021
Q3 | $2.95M | Buy |
18,014
+16
| +0.1% | +$2.62K | 0.44% | 39 |
|
|
2021
Q2 | $2.8M | Buy |
17,998
+15
| +0.1% | +$2.33K | 0.41% | 42 |
|
|
2021
Q1 | $2.74M | Sell |
17,983
-32
| -0.2% | -$4.87K | 0.45% | 41 |
|
|
2020
Q4 | $2.29M | Sell |
18,015
-3,639
| -17% | -$462K | 0.4% | 47 |
|
|
2020
Q3 | $2.23M | Sell |
21,654
-6,764
| -24% | -$696K | 0.42% | 48 |
|
|
2020
Q2 | $2.82M | Sell |
28,418
-4,921
| -15% | -$489K | 0.62% | 37 |
|
|
2020
Q1 | $3.09M | Buy |
+33,339
| New | +$3.09M | 0.8% | 36 |
|