Carmichael Hill & Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.27M | Buy |
6,023
+52
| +0.9% | +$11K | 0.45% | 53 |
|
|
2024
Q2 | $1.21M | Sell |
5,971
-531
| -8% | -$107K | 0.47% | 47 |
|
|
2024
Q1 | $1.3M | Sell |
6,502
-260
| -4% | -$52.1K | 0.52% | 44 |
|
|
2023
Q4 | $1.15M | Sell |
6,762
-59
| -0.9% | -$10K | 0.48% | 48 |
|
|
2023
Q3 | $989K | Buy |
6,821
+1
| +0% | +$145 | 0.46% | 53 |
|
|
2023
Q2 | $992K | Sell |
6,820
-1,995
| -23% | -$290K | 0.44% | 51 |
|
|
2023
Q1 | $1.15M | Buy |
8,815
+7
| +0.1% | +$912 | 0.55% | 42 |
|
|
2022
Q4 | $1.18M | Sell |
8,808
-92
| -1% | -$12.3K | 0.61% | 35 |
|
|
2022
Q3 | $930K | Buy |
8,900
+1,259
| +16% | +$132K | 0.5% | 43 |
|
|
2022
Q2 | $860K | Buy |
7,641
+120
| +2% | +$13.5K | 0.45% | 48 |
|
|
2022
Q1 | $1.03M | Buy |
7,521
+52
| +0.7% | +$7.09K | 0.47% | 43 |
|
|
2021
Q4 | $1.18M | Buy |
7,469
+72
| +1% | +$11.4K | 0.53% | 39 |
|
|
2021
Q3 | $1.21M | Buy |
7,397
+41
| +0.6% | +$6.71K | 0.6% | 34 |
|
|
2021
Q2 | $1.14M | Sell |
7,356
-98
| -1% | -$15.2K | 0.58% | 37 |
|
|
2021
Q1 | $1.14M | Buy |
7,454
+1
| +0% | +$152 | 0.63% | 37 |
|
|
2020
Q4 | $947K | Buy |
7,453
+2
| +0% | +$254 | 0.56% | 38 |
|
|
2020
Q3 | $717K | Buy |
7,451
+168
| +2% | +$16.2K | 0.48% | 43 |
|
|
2020
Q2 | $685K | Buy |
7,283
+203
| +3% | +$19.1K | 0.5% | 43 |
|
|
2020
Q1 | $637K | Buy |
7,080
+11
| +0.2% | +$990 | 0.56% | 44 |
|
|
2019
Q4 | $985K | Buy |
7,069
+2
| +0% | +$279 | 0.7% | 35 |
|
|
2019
Q3 | $832K | Buy |
7,067
+125
| +2% | +$14.7K | 0.82% | 38 |
|
|
2019
Q2 | $776K | Buy |
6,942
+2
| +0% | +$224 | 0.77% | 40 |
|
|
2019
Q1 | $703K | Buy |
6,940
+155
| +2% | +$15.7K | 0.73% | 42 |
|
|
2018
Q4 | $662K | Buy |
6,785
+152
| +2% | +$14.8K | 0.75% | 41 |
|
|
2018
Q3 | $748K | Buy |
6,633
+1
| +0% | +$113 | 0.72% | 42 |
|
|
2018
Q2 | $691K | Buy |
6,632
+301
| +5% | +$31.4K | 0.74% | 42 |
|
|
2018
Q1 | $696K | Sell |
6,331
-79
| -1% | -$8.69K | 0.76% | 42 |
|
|
2017
Q4 | $686K | Buy |
+6,410
| New | +$686K | 0.75% | 40 |
|