CAN
Claraphi Advisory Network’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-22,605
| Closed | -$2.55M | – | 252 |
|
|
2022
Q2 | $2.55M | Buy |
22,605
+1,051
| +5% | +$118K | 0.9% | 20 |
|
|
2022
Q1 | $2.94M | Sell |
21,554
-601
| -3% | -$81.9K | 0.85% | 20 |
|
|
2021
Q4 | $3.51M | Sell |
22,155
-168
| -0.8% | -$26.6K | 1.22% | 6 |
|
|
2021
Q3 | $3.65M | Sell |
22,323
-7
| -0% | -$1.15K | 1.29% | 7 |
|
|
2021
Q2 | $3.47M | Buy |
22,330
+1,057
| +5% | +$164K | 1.05% | 13 |
|
|
2021
Q1 | $3.24M | Buy |
21,273
+1,662
| +8% | +$253K | 0.89% | 18 |
|
|
2020
Q4 | $2.49M | Sell |
19,611
-541
| -3% | -$68.7K | 0.68% | 18 |
|
|
2020
Q3 | $1.94M | Buy |
20,152
+475
| +2% | +$45.7K | 0.7% | 21 |
|
|
2020
Q2 | $1.85M | Buy |
19,677
+3,261
| +20% | +$307K | 0.79% | 24 |
|
|
2020
Q1 | $1.48M | Buy |
16,416
+884
| +6% | +$79.6K | 0.7% | 19 |
|
|
2019
Q4 | $2.17M | Sell |
15,532
-578
| -4% | -$80.6K | 1.32% | 11 |
|
|
2019
Q3 | $1.9M | Sell |
16,110
-1,298
| -7% | -$153K | 1.15% | 11 |
|
|
2019
Q2 | $1.95M | Buy |
17,408
+1,651
| +10% | +$185K | 1.14% | 15 |
|
|
2019
Q1 | $1.6M | Sell |
15,757
-1,862
| -11% | -$188K | 1% | 15 |
|
|
2018
Q4 | $1.72M | Sell |
17,619
-527
| -3% | -$51.5K | 1.32% | 11 |
|
|
2018
Q3 | $2.05M | Buy |
18,146
+1,756
| +11% | +$198K | 1.14% | 13 |
|
|
2018
Q2 | $1.71M | Buy |
16,390
+93
| +0.6% | +$9.69K | 1.1% | 15 |
|
|
2018
Q1 | $1.79M | Buy |
16,297
+403
| +3% | +$44.3K | 1.27% | 13 |
|
|
2017
Q4 | $1.7M | Buy |
+15,894
| New | +$1.7M | 1.32% | 11 |
|