Country Club Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.86M | Sell |
30,657
-61
| -0.2% | -$9.67K | 0.38% | 78 |
|
|
2021
Q3 | $5.1M | Buy |
30,718
+241
| +0.8% | +$40K | 0.44% | 74 |
|
|
2021
Q2 | $4.7M | Buy |
30,477
+1,118
| +4% | +$172K | 0.41% | 76 |
|
|
2021
Q1 | $4.54M | Buy |
29,359
+1,826
| +7% | +$282K | 0.43% | 76 |
|
|
2020
Q4 | $3.45M | Buy |
27,533
+1,195
| +5% | +$150K | 0.35% | 78 |
|
|
2020
Q3 | $2.54M | Buy |
26,338
+746
| +3% | +$71.8K | 0.29% | 89 |
|
|
2020
Q2 | $2.38M | Buy |
25,592
+2,896
| +13% | +$269K | 0.35% | 72 |
|
|
2020
Q1 | $2.12M | Sell |
22,696
-114
| -0.5% | -$10.7K | 0.29% | 84 |
|
|
2019
Q4 | $3.16M | Buy |
22,810
+3,709
| +19% | +$514K | 0.34% | 85 |
|
|
2019
Q3 | $2.25M | Sell |
19,101
-5,818
| -23% | -$685K | 0.26% | 96 |
|
|
2019
Q2 | $2.79M | Buy |
24,919
+721
| +3% | +$80.6K | 0.32% | 84 |
|
|
2019
Q1 | $2.45M | Buy |
24,198
+747
| +3% | +$75.6K | 0.29% | 87 |
|
|
2018
Q4 | $2.29M | Sell |
23,451
-2,827
| -11% | -$276K | 0.3% | 86 |
|
|
2018
Q3 | $2.97M | Buy |
26,278
+1,733
| +7% | +$196K | 0.34% | 77 |
|
|
2018
Q2 | $2.56M | Buy |
24,545
+840
| +4% | +$87.5K | 0.31% | 84 |
|
|
2018
Q1 | $2.61M | Buy |
23,705
+3,800
| +19% | +$418K | 0.32% | 86 |
|
|
2017
Q4 | $2.13M | Buy |
19,905
+2,156
| +12% | +$231K | 0.29% | 78 |
|
|
2017
Q3 | $1.7M | Sell |
17,749
-3,710
| -17% | -$354K | 0.23% | 83 |
|
|
2017
Q2 | $1.96M | Buy |
21,459
+1,335
| +7% | +$122K | 0.29% | 72 |
|
|
2017
Q1 | $1.77M | Buy |
20,124
+5,614
| +39% | +$493K | 0.24% | 84 |
|
|
2016
Q4 | $1.25M | Buy |
14,510
+365
| +3% | +$31.5K | 0.2% | 88 |
|
|
2016
Q3 | $942K | Buy |
14,145
+957
| +7% | +$63.7K | 0.13% | 116 |
|
|
2016
Q2 | $820K | Sell |
13,188
-10,821
| -45% | -$673K | 0.12% | 118 |
|
|
2016
Q1 | $1.42M | Buy |
24,009
+549
| +2% | +$32.5K | 0.21% | 98 |
|
|
2015
Q4 | $1.55M | Sell |
23,460
-99
| -0.4% | -$6.54K | 0.24% | 101 |
|
|
2015
Q3 | $1.44M | Sell |
23,559
-300
| -1% | -$18.3K | 0.22% | 98 |
|
|
2015
Q2 | $1.62M | Buy |
23,859
+13,762
| +136% | +$933K | 0.23% | 92 |
|
|
2015
Q1 | $612K | Sell |
10,097
-156
| -2% | -$9.46K | 0.09% | 154 |
|
|
2014
Q4 | $641K | Buy |
10,253
+100
| +1% | +$6.25K | 0.08% | 159 |
|
|
2014
Q3 | $611K | Sell |
10,153
-155
| -2% | -$9.33K | 0.08% | 165 |
|
|
2014
Q2 | $594K | Sell |
10,308
-401
| -4% | -$23.1K | 0.08% | 171 |
|
|
2014
Q1 | $650K | Sell |
10,709
-2,819
| -21% | -$171K | 0.09% | 161 |
|
|
2013
Q4 | $791K | Sell |
13,528
-20,561
| -60% | -$1.2M | 0.12% | 152 |
|
|
2013
Q3 | $1.76M | Sell |
34,089
-2,283
| -6% | -$118K | 0.28% | 97 |
|
|
2013
Q2 | $1.92M | Buy |
+36,372
| New | +$1.92M | 0.32% | 98 |
|