Cipher Capital’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,621
| Closed | -$236K | – | 469 |
|
|
2023
Q2 | $236K | Sell |
1,621
-1,516
| -48% | -$220K | 0.04% | 443 |
|
|
2023
Q1 | $409K | Buy |
+3,137
| New | +$409K | 0.08% | 341 |
|
|
2022
Q4 | – | Sell |
-59,115
| Closed | -$6.18M | – | 564 |
|
|
2022
Q3 | $6.18M | Buy |
59,115
+44,794
| +313% | +$4.68M | 1% | 6 |
|
|
2022
Q2 | $1.61M | Buy |
+14,321
| New | +$1.61M | 0.36% | 96 |
|
|
2021
Q2 | – | Sell |
-17,477
| Closed | -$2.66M | – | 434 |
|
|
2021
Q1 | $2.66M | Buy |
+17,477
| New | +$2.66M | 0.31% | 107 |
|
|
2020
Q4 | – | Sell |
-72,020
| Closed | -$6.93M | – | 545 |
|
|
2020
Q3 | $6.93M | Sell |
72,020
-37,086
| -34% | -$3.57M | 0.91% | 14 |
|
|
2020
Q2 | $10.3M | Buy |
109,106
+81,187
| +291% | +$7.64M | 1.62% | 1 |
|
|
2020
Q1 | $2.51M | Buy |
+27,919
| New | +$2.51M | 0.91% | 15 |
|
|
2019
Q3 | – | Sell |
-47,262
| Closed | -$5.28M | – | 592 |
|
|
2019
Q2 | $5.28M | Buy |
+47,262
| New | +$5.28M | 0.45% | 60 |
|
|
2018
Q4 | – | Sell |
-48,524
| Closed | -$5.48M | – | 583 |
|
|
2018
Q3 | $5.48M | Buy |
+48,524
| New | +$5.48M | 1.03% | 4 |
|
|
2018
Q2 | – | Sell |
-23,280
| Closed | -$2.56M | – | 564 |
|
|
2018
Q1 | $2.56M | Buy |
+23,280
| New | +$2.56M | 0.31% | 95 |
|
|
2017
Q2 | – | Sell |
-64,287
| Closed | -$5.65M | – | 629 |
|
|
2017
Q1 | $5.65M | Buy |
+64,287
| New | +$5.65M | 0.42% | 45 |
|
|
2016
Q4 | – | Sell |
-41,392
| Closed | -$2.76M | – | 663 |
|
|
2016
Q3 | $2.76M | Buy |
+41,392
| New | +$2.76M | 0.17% | 227 |
|
|
2016
Q1 | – | Sell |
-3,591
| Closed | -$237K | – | 730 |
|
|
2015
Q4 | $237K | Sell |
3,591
-25,767
| -88% | -$1.7M | 0.03% | 487 |
|
|
2015
Q3 | $1.79M | Buy |
+29,358
| New | +$1.79M | 0.25% | 124 |
|
|
2014
Q2 | – | Sell |
-28,691
| Closed | -$1.74M | – | 455 |
|
|
2014
Q1 | $1.74M | Buy |
+28,691
| New | +$1.74M | 0.77% | 13 |
|
|
2013
Q4 | – | Sell |
-5,271
| Closed | -$272K | – | 329 |
|
|
2013
Q3 | $272K | Sell |
5,271
-2,930
| -36% | -$151K | 0.38% | 114 |
|
|
2013
Q2 | $433K | Buy |
+8,201
| New | +$433K | 1.06% | 26 |
|