CAMG Solamere Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.9M | Buy |
11,604
+796
| +7% | +$130K | 1.56% | 22 |
|
|
2021
Q2 | $1.68M | Sell |
10,808
-73
| -0.7% | -$11.4K | 1.45% | 22 |
|
|
2021
Q1 | $1.66M | Sell |
10,881
-3,391
| -24% | -$516K | 1.43% | 26 |
|
|
2020
Q4 | $1.81M | Sell |
14,272
-21,202
| -60% | -$2.69M | 1.52% | 22 |
|
|
2020
Q3 | $3.42M | Sell |
35,474
-942
| -3% | -$90.7K | 1.91% | 10 |
|
|
2020
Q2 | $3.43M | Sell |
36,416
-16,122
| -31% | -$1.52M | 1.89% | 10 |
|
|
2020
Q1 | $4.73M | Buy |
52,538
+12,287
| +31% | +$1.11M | 2.49% | 5 |
|
|
2019
Q4 | $5.61M | Buy |
40,251
+529
| +1% | +$73.8K | 2.59% | 9 |
|
|
2019
Q3 | $4.67M | Sell |
39,722
-3,989
| -9% | -$469K | 2.34% | 12 |
|
|
2019
Q2 | $4.89M | Sell |
43,711
-2,762
| -6% | -$309K | 2.24% | 14 |
|
|
2019
Q1 | $4.7M | Sell |
46,473
-5,421
| -10% | -$549K | 2.34% | 11 |
|
|
2018
Q4 | $5.07M | Buy |
51,894
+3,480
| +7% | +$340K | 2.83% | 8 |
|
|
2018
Q3 | $5.46M | Sell |
48,414
-3,365
| -6% | -$380K | 2.79% | 3 |
|
|
2018
Q2 | $5.4M | Buy |
51,779
+1,905
| +4% | +$199K | 2.65% | 5 |
|
|
2018
Q1 | $5.49M | Buy |
49,874
+1,441
| +3% | +$159K | 2.5% | 5 |
|
|
2017
Q4 | $5.18M | Buy |
48,433
+3,818
| +9% | +$408K | 2.3% | 6 |
|
|
2017
Q3 | $4.26M | Buy |
44,615
+4,084
| +10% | +$390K | 2.13% | 8 |
|
|
2017
Q2 | $3.71M | Buy |
40,531
+1,841
| +5% | +$168K | 2.12% | 8 |
|
|
2017
Q1 | $3.4M | Buy |
38,690
+16,121
| +71% | +$1.42M | 1.99% | 9 |
|
|
2016
Q4 | $1.95M | Buy |
+22,569
| New | +$1.95M | 1.37% | 21 |
|