Cardan Capital Partners’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 | $8.4M | Buy |
51,308
+135
| +0.3% | +$22.1K | 0.94% | 37 |
|
|
2021
Q2 | $7.96M | Sell |
51,173
-1,004
| -2% | -$156K | 0.89% | 39 |
|
|
2021
Q1 | $7.94M | Buy |
52,177
+1,539
| +3% | +$234K | 0.95% | 31 |
|
|
2020
Q4 | $6.44M | Sell |
50,638
-122
| -0.2% | -$15.5K | 0.79% | 35 |
|
|
2020
Q3 | $4.89M | Buy |
50,760
+2,750
| +6% | +$265K | 0.65% | 42 |
|
|
2020
Q2 | $4.52M | Buy |
48,010
+1,006
| +2% | +$94.6K | 0.65% | 52 |
|
|
2020
Q1 | $4.23M | Buy |
47,004
+404
| +0.9% | +$36.4K | 0.7% | 39 |
|
|
2019
Q4 | $6.5M | Buy |
46,600
+664
| +1% | +$92.6K | 0.87% | 34 |
|
|
2019
Q3 | $5.41M | Buy |
45,936
+1,746
| +4% | +$205K | 0.77% | 41 |
|
|
2019
Q2 | $4.94M | Buy |
44,190
+1,445
| +3% | +$162K | 0.75% | 42 |
|
|
2019
Q1 | $4.33M | Sell |
42,745
-189
| -0.4% | -$19.1K | 0.7% | 44 |
|
|
2018
Q4 | $4.19M | Sell |
42,934
-1,184
| -3% | -$116K | 0.74% | 39 |
|
|
2018
Q3 | $4.98M | Sell |
44,118
-437
| -1% | -$49.3K | 0.78% | 32 |
|
|
2018
Q2 | $4.64M | Sell |
44,555
-705
| -2% | -$73.5K | 0.76% | 36 |
|
|
2018
Q1 | $4.98M | Buy |
45,260
+6,007
| +15% | +$661K | 0.83% | 33 |
|
|
2017
Q4 | $4.2M | Sell |
39,253
-4,030
| -9% | -$431K | 0.79% | 38 |
|
|
2017
Q3 | $4.13M | Buy |
43,283
+215
| +0.5% | +$20.5K | 0.83% | 35 |
|
|
2017
Q2 | $3.94M | Sell |
43,068
-686
| -2% | -$62.7K | 0.77% | 38 |
|
|
2017
Q1 | $3.84M | Sell |
43,754
-221
| -0.5% | -$19.4K | 0.8% | 40 |
|
|
2016
Q4 | $3.8M | Sell |
43,975
-407
| -0.9% | -$35.1K | 0.85% | 40 |
|
|
2016
Q3 | $2.96M | Sell |
44,382
-734
| -2% | -$48.9K | 0.66% | 48 |
|
|
2016
Q2 | $2.8M | Sell |
45,116
-379
| -0.8% | -$23.6K | 0.69% | 45 |
|
|
2016
Q1 | $2.69M | Buy |
45,495
+14,157
| +45% | +$838K | 0.67% | 48 |
|
|
2015
Q4 | $2.07M | Buy |
+31,338
| New | +$2.07M | 0.88% | 37 |
|