Canal Capital Management’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 | $10.7M | Sell |
44,717
-1,207
| -3% | -$289K | 1.74% | 14 |
|
2024
Q3 | $9.68M | Buy |
45,924
+1,531
| +3% | +$323K | 1.55% | 15 |
|
2024
Q2 | $8.98M | Sell |
44,393
-625
| -1% | -$126K | 1.53% | 16 |
|
2024
Q1 | $9.02M | Buy |
45,018
+331
| +0.7% | +$66.3K | 1.51% | 14 |
|
2023
Q4 | $7.6M | Buy |
44,687
+1,888
| +4% | +$321K | 1.41% | 14 |
|
2023
Q3 | $6.21M | Buy |
42,799
+203
| +0.5% | +$29.4K | 1.27% | 15 |
|
2023
Q2 | $6.2M | Sell |
42,596
-119
| -0.3% | -$17.3K | 1.25% | 17 |
|
2023
Q1 | $5.57M | Sell |
42,715
-2,467
| -5% | -$321K | 1.23% | 22 |
|
2022
Q4 | $6.06M | Buy |
45,182
+1,628
| +4% | +$218K | 1.47% | 11 |
|
2022
Q3 | $4.55M | Buy |
43,554
+7,143
| +20% | +$746K | 1.33% | 20 |
|
2022
Q2 | $4.1M | Buy |
36,411
+2,869
| +9% | +$323K | 1.22% | 20 |
|
2022
Q1 | $4.57M | Buy |
33,542
+3,230
| +11% | +$440K | 1.23% | 21 |
|
2021
Q4 | $4.8M | Buy |
30,312
+2,445
| +9% | +$387K | 1.16% | 18 |
|
2021
Q3 | $4.56M | Sell |
27,867
-655
| -2% | -$107K | 1.3% | 15 |
|
2021
Q2 | $4.44M | Buy |
28,522
+259
| +0.9% | +$40.3K | 1.28% | 19 |
|
2021
Q1 | $4.3M | Sell |
28,263
-1,280
| -4% | -$195K | 1.47% | 12 |
|
2020
Q4 | $3.75M | Buy |
29,543
+581
| +2% | +$73.8K | 1.41% | 15 |
|
2020
Q3 | $2.79M | Buy |
28,962
+3,490
| +14% | +$336K | 1.22% | 26 |
|
2020
Q2 | $2.4M | Buy |
25,472
+443
| +2% | +$41.7K | 1.17% | 28 |
|
2020
Q1 | $2.25M | Buy |
25,029
+3,239
| +15% | +$292K | 1.27% | 28 |
|
2019
Q4 | $3.04M | Sell |
21,790
-77
| -0.4% | -$10.7K | 1.53% | 17 |
|
2019
Q3 | $2.57M | Buy |
21,867
+346
| +2% | +$40.7K | 1.54% | 21 |
|
2019
Q2 | $2.41M | Buy |
21,521
+2,079
| +11% | +$232K | 1.46% | 24 |
|
2019
Q1 | $1.97M | Buy |
19,442
+856
| +5% | +$86.6K | 1.25% | 28 |
|
2018
Q4 | $1.81M | Buy |
18,586
+871
| +5% | +$85K | 1.23% | 24 |
|
2018
Q3 | $2M | Buy |
17,715
+224
| +1% | +$25.3K | 1.14% | 26 |
|
2018
Q2 | $1.82M | Sell |
17,491
-170
| -1% | -$17.7K | 1.02% | 27 |
|
2018
Q1 | $1.94M | Sell |
17,661
-1,500
| -8% | -$165K | 1.12% | 27 |
|
2017
Q4 | $2.05M | Buy |
19,161
+2,958
| +18% | +$316K | 1.13% | 26 |
|
2017
Q3 | $1.55M | Sell |
16,203
-2,165
| -12% | -$207K | 0.91% | 36 |
|
2017
Q2 | $1.68M | Buy |
+18,368
| New | +$1.68M | 1.04% | 30 |
|