Cadence Bank NA’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 | – | Sell |
-52,959
| Closed | -$5.96M | – | 124 |
|
|
2022
Q2 | $5.96M | Sell |
52,959
-1,829
| -3% | -$206K | 1.93% | 6 |
|
|
2022
Q1 | $7.47M | Buy |
54,788
+1,533
| +3% | +$209K | 2.08% | 7 |
|
|
2021
Q4 | $8.43M | Sell |
53,255
-642
| -1% | -$102K | 2.3% | 5 |
|
|
2021
Q3 | $8.82M | Sell |
53,897
-40
| -0.1% | -$6.55K | 2.62% | 5 |
|
|
2021
Q2 | $8.39M | Buy |
53,937
+142
| +0.3% | +$22.1K | 2.51% | 5 |
|
|
2021
Q1 | $8.19M | Buy |
53,795
+3,108
| +6% | +$473K | 2.58% | 5 |
|
|
2020
Q4 | $6.44M | Sell |
50,687
-539
| -1% | -$68.5K | 2.27% | 6 |
|
|
2020
Q3 | $4.93M | Sell |
51,226
-362
| -0.7% | -$34.8K | 1.92% | 8 |
|
|
2020
Q2 | $4.85M | Buy |
51,588
+1,592
| +3% | +$150K | 2.05% | 6 |
|
|
2020
Q1 | $4.5M | Sell |
49,996
-2,876
| -5% | -$259K | 2.29% | 6 |
|
|
2019
Q4 | $7.37M | Sell |
52,872
-818
| -2% | -$114K | 2.71% | 4 |
|
|
2019
Q3 | $6.32M | Sell |
53,690
-390
| -0.7% | -$45.9K | 2.47% | 5 |
|
|
2019
Q2 | $6.05M | Sell |
54,080
-2,181
| -4% | -$244K | 2.36% | 6 |
|
|
2019
Q1 | $5.7M | Buy |
56,261
+1,651
| +3% | +$167K | 2.23% | 6 |
|
|
2018
Q4 | $5.33M | Buy |
54,610
+529
| +1% | +$51.6K | 2.4% | 7 |
|
|
2018
Q3 | $6.1M | Buy |
54,081
+536
| +1% | +$60.5K | 2.32% | 6 |
|
|
2018
Q2 | $5.58M | Sell |
53,545
-1,134
| -2% | -$118K | 2.28% | 6 |
|
|
2018
Q1 | $6.01M | Buy |
54,679
+467
| +0.9% | +$51.4K | 2.39% | 4 |
|
|
2017
Q4 | $5.8M | Buy |
54,212
+957
| +2% | +$102K | 2.12% | 5 |
|
|
2017
Q3 | $5.09M | Sell |
53,255
-1,022
| -2% | -$97.6K | 1.93% | 6 |
|
|
2017
Q2 | $4.96M | Sell |
54,277
-1,674
| -3% | -$153K | 2.26% | 8 |
|
|
2017
Q1 | $4.92M | Sell |
55,951
-3,175
| -5% | -$279K | 2.26% | 7 |
|
|
2016
Q4 | $5.1M | Sell |
59,126
-14,075
| -19% | -$1.21M | 2.39% | 5 |
|
|
2016
Q3 | $4.87M | Buy |
73,201
+17,107
| +30% | +$1.14M | 2.2% | 7 |
|
|
2016
Q2 | $3.49M | Buy |
56,094
+5,700
| +11% | +$354K | 1.72% | 11 |
|
|
2016
Q1 | $2.98M | Buy |
50,394
+1,630
| +3% | +$96.5K | 1.54% | 16 |
|
|
2015
Q4 | $3.22M | Buy |
48,764
+423
| +0.9% | +$27.9K | 1.72% | 12 |
|
|
2015
Q3 | $2.95M | Buy |
48,341
+13,008
| +37% | +$793K | 1.7% | 13 |
|
|
2015
Q2 | $2.4M | Buy |
35,333
+1,401
| +4% | +$95K | 1.55% | 14 |
|
|
2015
Q1 | $2.06M | Buy |
33,932
+905
| +3% | +$54.8K | 1.15% | 14 |
|
|
2014
Q4 | $2.07M | Buy |
33,027
+667
| +2% | +$41.7K | 1.1% | 14 |
|
|
2014
Q3 | $1.95M | Sell |
32,360
-82
| -0.3% | -$4.94K | 1.05% | 16 |
|
|
2014
Q2 | $1.87M | Buy |
32,442
+4,127
| +15% | +$238K | 1% | 16 |
|
|
2014
Q1 | $1.72M | Sell |
28,315
-5,422
| -16% | -$329K | 1.02% | 16 |
|
|
2013
Q4 | $1.97M | Buy |
33,737
+211
| +0.6% | +$12.3K | 1.07% | 16 |
|
|
2013
Q3 | $1.73M | Buy |
33,526
+1,043
| +3% | +$53.9K | 1.04% | 16 |
|
|
2013
Q2 | $1.72M | Buy |
+32,483
| New | +$1.72M | 0.94% | 20 |
|