Column Capital Advisors’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 | $1.02M | Sell |
7,054
-326
| -4% | -$47.3K | 0.15% | 63 |
|
|
2023
Q2 | $1.07M | Sell |
7,380
-2,263
| -23% | -$329K | 0.15% | 57 |
|
|
2023
Q1 | $1.26M | Buy |
9,643
+663
| +7% | +$86.4K | 0.19% | 49 |
|
|
2022
Q4 | $1.2M | Buy |
8,980
+224
| +3% | +$30K | 0.2% | 48 |
|
|
2022
Q3 | $915K | Hold |
8,756
| – | – | 0.19% | 49 |
|
|
2022
Q2 | $986K | Buy |
8,756
+1,613
| +23% | +$182K | 0.19% | 47 |
|
|
2022
Q1 | $974K | Sell |
7,143
-71
| -1% | -$9.68K | 0.18% | 51 |
|
|
2021
Q4 | $1.14M | Buy |
7,214
+4,308
| +148% | +$682K | 0.22% | 50 |
|
|
2021
Q3 | $476K | Sell |
2,906
-8
| -0.3% | -$1.31K | 0.1% | 74 |
|
|
2021
Q2 | $453K | Sell |
2,914
-33
| -1% | -$5.13K | 0.1% | 71 |
|
|
2021
Q1 | $449K | Sell |
2,947
-32
| -1% | -$4.88K | 0.1% | 71 |
|
|
2020
Q4 | $378K | Sell |
2,979
-2,356
| -44% | -$299K | 0.09% | 67 |
|
|
2020
Q3 | $514K | Buy |
5,335
+857
| +19% | +$82.6K | 0.16% | 49 |
|
|
2020
Q2 | $421K | Buy |
4,478
+98
| +2% | +$9.21K | 0.14% | 53 |
|
|
2020
Q1 | $394K | Sell |
4,380
-301
| -6% | -$27.1K | 0.16% | 46 |
|
|
2019
Q4 | $652K | Buy |
+4,681
| New | +$652K | 0.33% | 32 |
|