Cordasco Financial Network’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $173K | Buy |
1,533
+700
| +84% | +$86.7K | 0.13% | 97 |
|
|
2022
Q1 | $114K | Hold |
833
| – | – | 0.07% | 127 |
|
|
2021
Q4 | $132K | Hold |
833
| – | – | 0.08% | 117 |
|
|
2021
Q3 | $136K | Sell |
833
-121
| -13% | -$19K | 0.09% | 107 |
|
|
2021
Q2 | $148K | Hold |
954
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $145K | Sell |
954
-5
| -0.5% | -$719 | 0.11% | 104 |
|
|
2020
Q4 | $122K | Buy |
959
+100
| +12% | +$11.2K | 0.1% | 105 |
|
|
2020
Q3 | $83K | Sell |
859
-300
| -26% | -$29.5K | 0.07% | 123 |
|
|
2020
Q2 | $109K | Hold |
1,159
| – | – | 0.1% | 107 |
|
|
2020
Q1 | $104K | Buy |
1,159
+826
| +248% | +$100K | 0.12% | 90 |
|
|
2019
Q4 | $46K | Hold |
333
| – | – | 0.04% | 147 |
|
|
2019
Q3 | $39K | Hold |
333
| – | – | 0.04% | 160 |
|
|
2019
Q2 | $37K | Sell |
333
-335
| -50% | -$36.9K | 0.04% | 162 |
|
|
2019
Q1 | $68K | Buy |
668
+335
| +101% | +$34.5K | 0.07% | 105 |
|
|
2018
Q4 | $33K | Sell |
333
-2,500
| -88% | -$266K | 0.04% | 164 |
|
|
2018
Q3 | $320K | Hold |
2,833
| – | – | 0.3% | 45 |
|
|
2018
Q2 | $295K | Hold |
2,833
| – | – | 0.29% | 47 |
|
|
2018
Q1 | $312K | Buy |
2,833
+500
| +21% | +$56.6K | 0.34% | 44 |
|
|
2017
Q4 | $249K | Hold |
2,333
| – | – | 0.26% | 55 |
|
|
2017
Q3 | $223K | Hold |
2,333
| – | – | 0.24% | 57 |
|
|
2017
Q2 | $213K | Buy |
2,333
+1,942
| +497% | +$168K | 0.24% | 56 |
|
|
2017
Q1 | $34K | Buy |
391
+58
| +17% | +$5.12K | 0.04% | 140 |
|
|
2016
Q4 | $29K | Hold |
333
| – | – | 0.03% | 145 |
|
|
2016
Q3 | $21K | Hold |
333
| – | – | 0.02% | 163 |
|
|
2016
Q2 | $21K | Hold |
333
| – | – | 0.02% | 163 |
|
|
2016
Q1 | $20K | Hold |
333
| – | – | 0.02% | 170 |
|
|
2015
Q4 | $22K | Sell |
333
-450
| -57% | -$29.3K | 0.02% | 170 |
|
|
2015
Q3 | $48K | Hold |
783
| – | – | 0.04% | 133 |
|
|
2015
Q2 | $53K | Hold |
783
| – | – | 0.04% | 129 |
|
|
2015
Q1 | $47K | Hold |
783
| – | – | 0.03% | 152 |
|
|
2014
Q4 | $49K | Hold |
783
| – | – | 0.04% | 159 |
|
|
2014
Q3 | $47K | Hold |
783
| – | – | 0.04% | 167 |
|
|
2014
Q2 | $45K | Hold |
783
| – | – | 0.03% | 170 |
|
|
2014
Q1 | $48K | Hold |
783
| – | – | 0.04% | 157 |
|
|
2013
Q4 | $46K | Buy |
+783
| New | +$42.9K | 0.03% | 151 |
|
Other funds holding JPM
Cordasco Financial Network's JPM Position: Q2 2022 in Review
Cordasco Financial Network increased its JPMorgan Chase (JPM) stake by 84% in Q2 2022, buying an estimated $86.7K and bringing the position to 1,533 shares worth $173K. The position accounts for 0.13% of the portfolio, ranked #97.
Cordasco Financial Network first reported a position in JPM in Q4 2013 and has held it in 35 quarters since. The position peaked at $320K in Q3 2018. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.
- Cordasco Financial Network held 1,533 shares of JPMorgan Chase worth $173K as of Q2 2022.
- Cordasco Financial Network bought 700 JPMorgan Chase shares in Q2 2022, an estimated $86.7K.
- JPMorgan Chase made up 0.13% of Cordasco Financial Network's portfolio in Q2 2022, its #97 holding.
- Cordasco Financial Network first reported a position in JPMorgan Chase in Q4 2013 and has held it in 35 quarters since.
- Cordasco Financial Network's JPMorgan Chase position peaked at $320K in Q3 2018.
- 3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.
Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.