CS
Comerica Securities’s JPMorgan Chase JPM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $4.61M | Sell |
31,797
-3,757
| -11% | -$545K | 0.38% | 74 |
|
2023
Q2 | $5.17M | Sell |
35,554
-1,211
| -3% | -$176K | 0.36% | 80 |
|
2023
Q1 | $4.79M | Buy |
36,765
+609
| +2% | +$79.4K | 0.35% | 81 |
|
2022
Q4 | $4.85M | Buy |
36,156
+1,498
| +4% | +$201K | 0.35% | 83 |
|
2022
Q3 | $3.62M | Buy |
34,658
+112
| +0.3% | +$11.7K | 0.3% | 94 |
|
2022
Q2 | $3.89M | Buy |
34,546
+3,926
| +13% | +$442K | 0.29% | 92 |
|
2022
Q1 | $4.17M | Buy |
30,620
+1,090
| +4% | +$149K | 0.28% | 96 |
|
2021
Q4 | $4.68M | Buy |
29,530
+709
| +2% | +$112K | 0.3% | 87 |
|
2021
Q3 | $4.72M | Buy |
28,821
+1,227
| +4% | +$201K | 0.34% | 86 |
|
2021
Q2 | $4.29M | Sell |
27,594
-13,768
| -33% | -$2.14M | 0.32% | 81 |
|
2021
Q1 | $6.3M | Sell |
41,362
-4,032
| -9% | -$614K | 0.48% | 65 |
|
2020
Q4 | $5.77M | Sell |
45,394
-8,058
| -15% | -$1.02M | 0.46% | 63 |
|
2020
Q3 | $5.15M | Buy |
53,452
+14,724
| +38% | +$1.42M | 0.46% | 62 |
|
2020
Q2 | $3.64M | Buy |
38,728
+1,852
| +5% | +$174K | 0.34% | 75 |
|
2020
Q1 | $3.32M | Sell |
36,876
-15,208
| -29% | -$1.37M | 0.37% | 72 |
|
2019
Q4 | $7.26M | Buy |
52,084
+11,591
| +29% | +$1.62M | 0.69% | 40 |
|
2019
Q3 | $4.77M | Sell |
40,493
-3,160
| -7% | -$372K | 0.49% | 62 |
|
2019
Q2 | $4.88M | Buy |
43,653
+2,714
| +7% | +$303K | 0.52% | 59 |
|
2019
Q1 | $4.14M | Buy |
40,939
+1,019
| +3% | +$103K | 0.47% | 62 |
|
2018
Q4 | $3.9M | Buy |
39,920
+3,444
| +9% | +$336K | 0.52% | 50 |
|
2018
Q3 | $4.12M | Buy |
36,476
+1,048
| +3% | +$118K | 0.48% | 52 |
|
2018
Q2 | $3.69M | Buy |
35,428
+1,076
| +3% | +$112K | 0.45% | 55 |
|
2018
Q1 | $3.78M | Buy |
34,352
+2,512
| +8% | +$276K | 0.47% | 51 |
|
2017
Q4 | $3.41M | Buy |
31,840
+1,776
| +6% | +$190K | 0.43% | 62 |
|
2017
Q3 | $2.87M | Buy |
30,064
+2,469
| +9% | +$236K | 0.4% | 77 |
|
2017
Q2 | $2.52M | Buy |
27,595
+2,005
| +8% | +$183K | 0.37% | 85 |
|
2017
Q1 | $2.25M | Buy |
+25,590
| New | +$2.25M | 0.35% | 91 |
|
2015
Q4 | – | Sell |
-5,762
| Closed | -$351K | – | 195 |
|
2015
Q3 | $351K | Buy |
5,762
+906
| +19% | +$55.2K | 0.21% | 111 |
|
2015
Q2 | $329K | Sell |
4,856
-253
| -5% | -$17.1K | 0.08% | 243 |
|
2015
Q1 | $309K | Buy |
+5,109
| New | +$309K | 0.08% | 236 |
|
2014
Q3 | – | Sell |
-6,228
| Closed | -$359K | – | 212 |
|
2014
Q2 | $359K | Buy |
6,228
+288
| +5% | +$16.6K | 0.33% | 72 |
|
2014
Q1 | $361K | Buy |
+5,940
| New | +$361K | 0.34% | 66 |
|