Corrigan Financial’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 | – | Sell |
-2,681
| Closed | -$390K | – | 57 |
|
|
2023
Q2 | $390K | Buy |
2,681
+2
| +0.1% | +$291 | 0.12% | 50 |
|
|
2023
Q1 | $349K | Buy |
2,679
+2
| +0.1% | +$261 | 0.11% | 56 |
|
|
2022
Q4 | $359K | Buy |
2,677
+3
| +0.1% | +$402 | 0.13% | 53 |
|
|
2022
Q3 | $279K | Buy |
2,674
+2
| +0.1% | +$209 | 0.11% | 62 |
|
|
2022
Q2 | $301K | Sell |
2,672
-147
| -5% | -$16.6K | 0.11% | 60 |
|
|
2022
Q1 | $384K | Buy |
2,819
+2
| +0.1% | +$273 | 0.12% | 52 |
|
|
2021
Q4 | $446K | Buy |
2,817
+1
| +0% | +$158 | 0.13% | 51 |
|
|
2021
Q3 | $461K | Buy |
2,816
+2
| +0.1% | +$327 | 0.14% | 46 |
|
|
2021
Q2 | $438K | Buy |
2,814
+9
| +0.3% | +$1.4K | 0.13% | 49 |
|
|
2021
Q1 | $427K | Buy |
2,805
+2
| +0.1% | +$304 | 0.14% | 47 |
|
|
2020
Q4 | $356K | Buy |
2,803
+2
| +0.1% | +$254 | 0.16% | 45 |
|
|
2020
Q3 | $270K | Buy |
2,801
+3
| +0.1% | +$289 | 0.13% | 49 |
|
|
2020
Q2 | $263K | Buy |
2,798
+3
| +0.1% | +$282 | 0.14% | 46 |
|
|
2020
Q1 | $252K | Buy |
2,795
+2
| +0.1% | +$180 | 0.18% | 47 |
|
|
2019
Q4 | $389K | Buy |
2,793
+253
| +10% | +$35.3K | 0.27% | 31 |
|
|
2019
Q3 | $299K | Hold |
2,540
| – | – | 0.22% | 39 |
|
|
2019
Q2 | $284K | Sell |
2,540
-150
| -6% | -$16.8K | 0.21% | 41 |
|
|
2019
Q1 | $272K | Buy |
+2,690
| New | +$272K | 0.2% | 53 |
|
|
2018
Q4 | – | Sell |
-1,843
| Closed | -$208K | – | 56 |
|
|
2018
Q3 | $208K | Sell |
1,843
-337
| -15% | -$38K | 0.15% | 52 |
|
|
2018
Q2 | $227K | Buy |
2,180
+2
| +0.1% | +$208 | 0.17% | 47 |
|
|
2018
Q1 | $239K | Buy |
2,178
+265
| +14% | +$29.1K | 0.18% | 41 |
|
|
2017
Q4 | $205K | Buy |
+1,913
| New | +$205K | 0.17% | 47 |
|