CPA
Clear Perspective Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.62M | Sell |
10,254
-132
| -1% | -$20.9K | 0.49% | 36 |
|
|
2021
Q3 | $1.7M | Sell |
10,386
-32
| -0.3% | -$5.24K | 0.58% | 32 |
|
|
2021
Q2 | $1.62M | Sell |
10,418
-87
| -0.8% | -$13.5K | 0.56% | 36 |
|
|
2021
Q1 | $1.6M | Buy |
10,505
+475
| +5% | +$72.3K | 0.63% | 33 |
|
|
2020
Q4 | $1.27M | Sell |
10,030
-433
| -4% | -$55K | 0.52% | 38 |
|
|
2020
Q3 | $779 | Sell |
10,463
-866
| -8% | -$64 | 0.37% | 49 |
|
|
2020
Q2 | $1.07M | Buy |
11,329
+546
| +5% | +$51.4K | 0.58% | 31 |
|
|
2020
Q1 | $971K | Sell |
10,783
-1,870
| -15% | -$168K | 0.65% | 29 |
|
|
2019
Q4 | $1.76M | Buy |
12,653
+245
| +2% | +$34.2K | 1.09% | 21 |
|
|
2019
Q3 | $1.46M | Buy |
12,408
+11
| +0.1% | +$1.29K | 0.66% | 34 |
|
|
2019
Q2 | $1.39M | Sell |
12,397
-3,987
| -24% | -$446K | 0.89% | 27 |
|
|
2019
Q1 | $1.82M | Buy |
16,384
+7,340
| +81% | +$814K | 1.29% | 19 |
|
|
2018
Q4 | $883K | Buy |
9,044
+1,006
| +13% | +$98.2K | 0.73% | 37 |
|
|
2018
Q3 | $907K | Buy |
8,038
+270
| +3% | +$30.5K | 0.67% | 38 |
|
|
2018
Q2 | $809K | Buy |
7,768
+1,350
| +21% | +$141K | 0.57% | 43 |
|
|
2018
Q1 | $706K | Buy |
6,418
+2,881
| +81% | +$317K | 0.53% | 50 |
|
|
2017
Q4 | $378K | Buy |
3,537
+100
| +3% | +$10.7K | 0.29% | 89 |
|
|
2017
Q3 | $328K | Hold |
3,437
| – | – | 0.27% | 97 |
|
|
2017
Q2 | $314K | Buy |
3,437
+200
| +6% | +$18.3K | 0.26% | 93 |
|
|
2017
Q1 | $284K | Sell |
3,237
-400
| -11% | -$35.1K | 0.19% | 99 |
|
|
2016
Q4 | $314K | Buy |
+3,637
| New | +$314K | 0.21% | 100 |
|